The 25 Best Process Kit Tools for a Streamlined Workflow

Are you ready to take your processes from clunky to flowing? Meh to amazing? Yeah, you are! And we’re going to help you do that by giving you everything you need to build the perfect process kit for your business.

Your process kit is your arsenal for streamlining every aspect of your business processes. They are the tools that make your life easier. 

To give you everything you need, we’ve put together a list of 25 process improvement tools broken down into five categories so you can find the right tools for you.

We’ll cover:

• Process kit automation tools
• Process mapping tools
• Process analysis tools
• Process improvement tools
• Process documentation tools
• What are process kits?
• Features of continuous improvement process kit tools
• Types of process improvement toolkits
• Get started for free

Process kit automation tools

Process Street

Process Street is a powerful business process management platform that simplifies workflow automation. It enables organizations to create, track, and optimize recurring processes through intuitive checklists. With features like conditional logic and AI-generated workflows, Process Street enhances efficiency, accountability, and collaboration, making it an invaluable tool for businesses striving for operational excellence.

Key features:

• Checklist automation: Create and automate dynamic checklists for recurring processes.
• Conditional logic: Customize workflows with conditional logic based on responses.
• Custom workflows: Facilitate team collaboration on tasks and processes.
• Integration capabilities: Seamlessly integrate with tons of apps and tools.
• Task assignment: Assign and track responsibilities within processes.
• Data collection: Gather and store data through forms within checklists.
• Reporting and analytics: Generate insights with analytics on process performance.
• Version control: Maintain and track versions of checklists for auditing.
• API access: Connect with other applications through APIs.
• Document storage: Attach and manage documents relevant to processes.

Pros:

• Intuitive interface makes it user-friendly.
• Offers secure data handling and storage.
• It has a mobile application.
• Custom automated workflows can be made with AI.
• It has lots of premade workflow templates to choose from.
• Great for employee onboarding.
• It makes communication between team members super simple.
• It has excellent analytics features.

Cons:

• There is no free plan.

Nintex

Nintex streamlines business processes with intuitive automation solutions, empowering organizations to achieve operational efficiency and agility. Through user-friendly tools, it simplifies complex workflows, fostering collaboration and accelerating productivity.

Key features:

• Workflow automation: Enables the creation of automated workflows without coding.
• Forms and mobile apps: Offers easy creation of forms and mobile apps.
• Integration connectors: Provides a wide array of connectors for seamless integration.
• Process mapping and visualization: Visual tools for mapping out and understanding complex processes.
• Document generation: Automates the creation of documents within workflows.

Pros:

• Offers advanced analytics to track, measure, and optimize workflows, identifying areas for improvement.
• Ensures compliance with regulatory standards and governance policies.
• Provides pre-built templates for common processes.

Cons:

• It’s very expensive.

Monday.com

Monday.com is a dynamic work operating system designed to streamline collaboration and project management. It provides a visual and customizable platform for teams to manage tasks, projects, and workflows efficiently. Monday.com helps teams enhance communication and productivity while adapting to diverse work processes.

Key features:

• Workspaces: Create customized workspaces for different projects.
• Boards: Visualize tasks and projects through customizable boards.
• Pulses: Individual task cards with detailed information.
• Timeline view: Display project timelines for better planning.
• Automations: Streamline workflows with automated actions.

Pros:

• Attach and share files directly within the platform.
• Real-time collaboration with team members.
• Create and customize visual dashboards for insights.
• Responsive customer support for assistance.

Cons:

• The free plan has very limited features.
• It doesn’t offer an offline mode.

Camunda

Camunda orchestrates business processes, championing flexibility and scalability. It empowers organizations with a powerful workflow automation platform focused on adaptability and seamless integration. 

Key features:

• Workflow orchestration: Orchestrates complex business processes efficiently.
• Process modeling: Allows visual modeling and design of workflows.
• BPMN 2.0 support: Complies with Business Process Model and Notation standards.
• Decision management: Manages business rules and decision logic.
• Case management: Handles dynamic and unstructured processes effectively.

Pros:

• Creates customizable forms for user tasks.
• Manages and tracks different versions of workflows.
• Handles event-driven processes and actions.
• Stores and retrieves historical workflow data.

Cons:

• It’s only suitable for large enterprises.
• There is no mobile app.

Integrify

Integrify, a process management solution, empowers organizations to streamline operations, fostering collaboration and automation. With customizable solutions and a user-centric approach, Integrify simplifies complex processes, driving productivity and scalability across diverse industries.

Key features:

• API access: Allows integration and customization through APIs.
• Workflow templates: Offers pre-designed templates for quick process setup.
• User roles: Assigns different roles based on responsibilities and access needs.
• Form builder: Creates customizable forms for data collection and input.
• Task management: Assigns, tracks, and manages tasks within workflows.

Pros:

• Manages access levels for secure data handling.
• Streamlines and automates complex processes for efficiency.
• Provides responsive support for platform users.
• Helps in setting up and navigating the platform effectively.

Cons:

• There is no mobile version.
• Data is sometimes lost when workflows are duplicated.

Process mapping tools

Lucidchart

Lucidchart is a versatile cloud-based platform known for its intuitive interface, enabling seamless creation of diagrams and visual representations. Renowned for collaborative capabilities, it facilitates team brainstorming and process mapping. Its adaptability across industries makes it a go-to choice for illustrating complex concepts and workflows.

Key features:

• Shape libraries: Extensive libraries for symbols and shapes.
• Diagram creation: Tools for creating flowcharts, mind maps, org charts, etc.
• Presentation mode: Ability to present diagrams.
• Collaborative editing: Simultaneous editing by multiple users.
• Revision history: Track changes made to diagrams.

Pros:

• Ability to link shapes and objects.
• Embed diagrams in websites or documents.
• Capability to work on diagrams offline.
• Ability to customize colors, fonts, and styles.

Cons:

• There is an object limit in the free version.

Cacoo

Cacoo functions as a versatile process mapping tool, providing a collaborative platform for creating visual diagrams and flowcharts. Its intuitive interface and extensive shape library empower users to map workflows, collaborate in real time, and illustrate complex processes. It facilitates team coordination and clarity in process visualization and optimization.

Key features:

• Diagram embedding: Embed diagrams in websites or documents.
• Diagram creation: Tools for various types of diagrams.
• Templates: Pre-built templates for different diagram needs.
• Customizable styles: Options to modify diagram styles, colors, etc.

Pros:

• Allows users to access and edit diagrams on mobile devices.
• Offers the capability to work on diagrams offline.
• Has collaboration features for comments and feedback.

Cons:

• Usage is limited in certain plans.

Bitrix24

Bitrix24 is an all-in-one business suite fostering collaboration and productivity. It integrates tools for communication, project management, and CRM, empowering seamless workflows. With emphasis on scalability and customization, it serves as a comprehensive platform, catering to diverse organizational needs while promoting efficient team collaboration and task management.

Key features:

• Workflow automation: Create automated processes to streamline repetitive tasks.
• Email marketing: Design and launch email marketing campaigns within the platform.
• Sales automation: Automate sales processes, from lead generation to closing deals.
• Telephony: Make calls directly from Bitrix24 and manage call logs efficiently.
• HR management: Manage employee profiles, leave requests, and HR documents.

Pros:

• Conducts video meetings and webinars for remote collaboration.
• Sets task dependencies for better project planning and execution.
• Creates websites or landing pages using built-in tools.
• Visualizes and manages the sales pipeline and stages.

Cons:

• Reporting capabilities are limited.
• It doesn’t handle large files as well as similar products.

Canva

Canva simplifies process mapping by providing customizable templates, shapes, and design elements. Users can create visual process maps with ease, utilizing its drag-and-drop interface to illustrate workflows, add annotations, and integrate branding. Its collaborative features facilitate team input, making it versatile for mapping diverse procedures and workflows.

Key features:

• Image library: Extensive collection of stock photos, icons, and illustrations.
• Brand kit: Stores brand assets for consistent branding.
• Social media integration: Direct sharing to social media platforms.
• Animations: Allows the creation of animated graphics and presentations.
• Print and digital designs: Supports designs for both online and print media.

Pros:

• Offers various design templates for different purposes.
• Allows easy editing of elements, colors, and fonts.
• Supports sharing and teamwork on design projects.
• Provides basic features at no cost.

Cons:

• Some templates lack customization options.
• There are limitations in the number of brand assets in the free version.

MindMeister

MindMeister serves as an effective process mapping tool by offering a visual platform for brainstorming and organizing ideas. Its mind mapping capabilities enable users to outline workflows, connect processes, and illustrate relationships. Collaborative features empower teams to collectively design, refine, and visualize intricate processes for enhanced clarity and efficiency.

Key features:

• Mind mapping: Creation of visual mind maps for brainstorming.
• Collaboration: Real-time collaboration for teams.
• Templates: Pre-built templates for various mind map types.
• Customizable styles: Options to customize map styles, colors, etc.
• Export/import: Capability to import/export mind maps in various formats.

Pros:

• Offers the ability to present mind maps.
• Converts map items into actionable tasks.
• Adds notes and attachments to map items.
• Embeds maps in websites or documents.

Cons:

• It’s not possible to increase the size of images.

Process analysis tools

Pega

Pega is a leading platform offering dynamic customer engagement and digital process automation. Renowned for its low-code capabilities and AI-driven solutions, Pega focuses on orchestrating complex workflows. Businesses can deliver personalized experiences, optimize operations, and foster agile, customer-centric approaches.

Key features:

• Opportunity management: Tracks and manages sales opportunities throughout their lifecycle.
• Lead management: Captures, scores, and nurtures leads for effective conversion.
• Sales process automation: Automates sales workflows and tasks.
• Pipeline visualization: Offers visual representations of sales pipelines for better management and forecasting.
• AI-powered sales guidance: Utilizes AI for personalized recommendations and sales strategies.

Pros:

• Provides a comprehensive view of customer data for informed decision-making.
• Facilitates teamwork and communication among sales teams.
• Allows access to sales tools and information on mobile devices for on-the-go sales activities.
• Offers insights and analytics into sales performance metrics for continuous improvement.

Cons:

• There is no free trial or free version.

Appian

Appian serves as a robust low-code automation platform, empowering businesses to rapidly build, deploy, and manage powerful applications. Its focus on speed and simplicity enables process managers to adapt swiftly to market changes, fostering innovation and agility. 

Key features:

• Low-code development: Enables rapid app development with minimal coding.
• Process modeling: Intuitive tools for modeling and automating complex processes.
• Business rules management: Configurable rules for decision-making within applications.
• User experience design: Intuitive interfaces for user-friendly experiences.
• Case management: Manages cases efficiently within applications.

Pros:

• Offers a free plan.
• Offers cloud-based deployment options.
• Manages and integrates content within applications.
• Provides actionable insights using AI capabilities.

Cons:

• The ability to customize features is limited.
• It can sometimes struggle to handle large amounts of data.

ProcessMaker

ProcessMaker is a leading workflow automation platform, known for its user-friendly interface and adaptability. It emphasizes streamlining processes, optimizing productivity, and facilitating collaboration. Its focus on intuitive design and flexibility empowers organizations to orchestrate complex workflows seamlessly, fostering innovation and operational efficiency.

Key features:

• Workflow automation: Automate and streamline complex business processes without manual intervention.
• Drag-and-drop interface: Intuitive interface for building workflows and forms visually.
• Form builder: Easily create custom forms tailored to specific business needs.
• Integration capabilities: Integrate with various third-party applications and systems.
• Task management: Assign, monitor, and manage tasks within workflows efficiently.

Pros:

• Centralizes storage and management of documents within processes.
• Details logs tracking all activities within workflows for compliance and analysis.
• Routes tasks based on predefined criteria or decisions.

Cons:

• It has somewhat frequent bugs that can be disruptive.

Cflow

Cflow is a cloud-based workflow automation platform that empowers organizations to design, automate, and manage business processes. With intuitive drag-and-drop tools, it streamlines workflows, enhances collaboration, and provides insights for optimized decision-making, fostering operational efficiency and agility.

Key features:

• Form builder: Customizable form creation for data collection.
• Process tracking: Real-time monitoring of workflow progress.
• Approval workflow: Automated approval processes for efficiency.
• Task management: Assign and track tasks within workflows.
• Document management: Centralized storage and management of documents.

Pros:

• Controls user access based on roles and permissions.
• Creates detailed logs for tracking changes and user actions.
• Offers robust measures to ensure the security of data.
• Ensures data accuracy through form validation.

Cons:

• It sometimes lags, especially when working with larger files.
• It takes time for new users to learn to use properly.

Kissflow

Kissflow streamlines work, empowering teams through intuitive, customizable solutions. It enables efficient workflow management, empowering businesses to innovate and thrive. Kissflow’s versatility catalyzes organizational growth by simplifying complex processes and encouraging seamless teamwork.

Key features:

• Integration hub: Connects with various apps and tools for enhanced functionality.
• Task management: Assigns and tracks tasks, ensuring progress monitoring.
• Collaboration tools: Facilitates team communication and collaboration within workflows.

Pros:

• Streamlines employee onboarding and offboarding processes.
• Manages budgets and expenses within workflows.
• Configures customizable approval workflows for various processes.

Cons:

• They don’t offer a free trial or a free plan.
• Building workflows is time-consuming and inefficient.

Process kit improvement tools

Bizagi

Bizagi redefines business process management with a focus on innovation and agility. It fosters collaboration and adaptability. By prioritizing user-centric design and flexible solutions, Bizagi facilitates efficient process automation, enabling businesses to thrive in dynamic and competitive landscapes.

Key features:

• Process modeling: Creates and designs workflows visually.
• Workflow automation: Automates and executes business processes.
• Rule engine: Manages and implements business rules within workflows.
• Process simulation: Simulates processes for optimization and testing.
• Adaptive case management: Handles unstructured and dynamic processes.

Pros:

• Automates routine tasks within workflows.
• Identifies and optimizes inefficient processes.
• Manages and resolves errors within workflows.
• Implements security protocols to protect sensitive data.

Cons:

• The process documentation feature is not enterprise-ready.
• The pricing plan is not a subscription model.

Quixy

Quixy revolutionizes business process automation with its no-code platform, empowering users to create custom applications without programming. Its emphasis on agility and flexibility enables rapid app development, fostering innovation within organizations. 

Key features:

• Process mapping: Visualizes and optimizes complex processes.
• Cloud-based deployment: Offers deployment flexibility and scalability.
• Approval workflows: Sets up automated approval processes.
• Security and compliance: Ensures data security and regulatory compliance.
• API integration: Connects with third-party applications through APIs.

Pros:

• Tracks user actions for compliance and auditing.
• Automates repetitive tasks within applications.
• Supports multiple languages for global use.
• Provides support and resources for users’ assistance.

Cons:

• It takes time to set up task management features.
• Users have reported poor customer support.

Scribe

Scribe is a data integration and migration platform designed to connect and move data between various applications and databases. It enables organizations to streamline data flows, ensuring data accuracy and consistency. Scribe simplifies data management, enhances connectivity, and supports data-driven decision-making in complex IT environments.

Key features:

• Business process automation: Automates recurring tasks for efficient processes.
• Workflow configuration: Configures the steps of your most important processes.
• Task management: Handles the management of daily tasks.

Pros:

• It’s very easy to create user guides.
• It’s quick and painless to integrate.
• It has a great UI.

Cons:

• The reporting features need improving because they aren’t always accurate.

TIBCO

TIBCO is a global software company specializing in integration, analytics, and event processing solutions. Renowned for its innovative approach, TIBCO empowers businesses to connect disparate systems, gain real-time insights, and optimize decision-making, fostering agility and competitive advantage in the dynamic digital landscape.

Key features:

• Integration solutions: Connects disparate systems for seamless data flow.
• Event processing: Processs and analyzes real-time data for instant insights.
• Data virtualization: Accesses and integrates data from multiple sources.
• Business process automation: Automates workflows for enhanced efficiency.
• IoT integration: Connects and manages IoT devices and data.

Pros:

• Harnesses machine learning for continuous improvement.
• Adapts and grows the system based on evolving needs.
• Designs and implements event-driven systems for agility.
• Leverages predictive modeling for informed decision-making.

Cons:

• The interface is outdated.
• There are no graphs in its data analysis.

ClickUp

ClickUp offers robust resource management through customizable views, enabling teams to allocate, track, and optimize resources effectively. With task dependencies, workload management, and time tracking features, it allows precise resource allocation.

Key features:

• Multiple views: Kanban boards, lists, calendars, and Gantt charts for varied project perspectives.
• Time tracking: Monitor time spent on tasks and projects.
• Team collaboration: Comments, mentions, and real-time collaboration on tasks.
• Goals and OKRs: Set and track objectives and key results.
• Document management: File storage, document editing, and version control.

Pros:

• Offers a wide range of features catering to diverse project management needs.
• Allows for the creation of automated workflows, enhancing efficiency.
• Offers a free plan ideal freelancers and small businesses.

Cons:

• Users have reported occasional lags or performance issues, especially with large data sets.

Process documentation tools

Confluence

Confluence, developed by Atlassian, is a collaboration and documentation tool frequently used in product management. It offers a platform for creating, sharing, and organizing product documentation, requirements, and specifications. Confluence fosters team collaboration, centralizes information, and enhances transparency, making it valuable in the product management process for documentation and knowledge sharing.

Key features:

• Document retention and archive: Keeps important documents archived.
• Task progress tracking: Tracks project progress in real time.
• Feedback management: Tracks feedback and changes.
• Content publishing options: Offers different options for publishing content.

Pros:

• It’s a great tool for knowledge base.
• It can be used for document creation as well as storage.
• It’s always reliable.

Cons:

• Documents and tables can be difficult to format.

Evernote

Evernote is a versatile note-taking app, streamlining organization with its robust features. It allows users to capture ideas, create to-do lists, and store various content types like text, images, and audio. With cross-platform accessibility and powerful search capabilities, it’s a go-to tool for personal and professional productivity.

Key features:

• Note creation: Ability to create text-based notes with formatting options.
• Multimedia support: Incorporating images, audio recordings, and attachments.
• Organization tools: Tagging, notebooks, and stacks for categorizing notes.
• Cross-platform sync: Synchronization across devices for seamless access.
• Web clipping: saving web pages or articles for later reference.

Pros:

• Has options for securing sensitive notes with passcodes or encryption.
• Can capture documents via phone camera for digitization.
• Users can set reminders for notes or to-do lists.
• Users can create to-do lists or checklists within notes.

Cons:

• Pages load somewhat slowly.
• The paid version is a bit expensive for the features that it offers.

Pellio

Pellio is a BPM tool that captures, organizes, and communicates workflows within organizations. It facilitates clear and detailed documentation of processes, ensuring consistency and efficiency. 

Key features:

• Process modeling: Creates visual representations of business processes.
• Workflow automation: Automates and streamlines sequential tasks in processes.
• Collaborative editing: Facilitates team collaboration in process design.
• Task assignment: Assigns and tracks tasks within workflows.
• Version control: Manages and tracks different versions of process models.

Pros:

• Simulates and analyzes process performance under different conditions.
• Controls access levels for data security and confidentiality.
• Documents and stores detailed information about each process.

Cons:

• It’s a newer product so it’s missing some features other similar ones have.

Whatfix

Whatfix is a digital adoption and guidance platform that can be applied as a change management tool. It helps organizations introduce and manage new software and process changes by providing on-screen guidance and tutorials to employees. This accelerates user adoption, reduces resistance to change, and ensures a smooth transition to new tools and processes.

Key features:

• Adaptive learning paths: Customize learning paths based on user progress.
• User segmentation: Target specific user groups with relevant guidance.
• Interactive guides: Create step-by-step interactive guides for users.
• In-app training: Deliver contextual training within applications.
• Task execution monitoring: Monitor and track task completion in real-time.

Pros:

• It’s easy to use.
• It has great customer support.
• Great for customer and employee training.

Cons:

• It doesn’t have many analytical features.

Bit.ai

Bit.ai is a collaborative document platform that enhances team productivity. With features like smart workspaces, interactive documents, and real-time collaboration, Bit.ai simplifies document creation and collaboration, fostering seamless communication and knowledge sharing within organizations.

Key features:

• Smart workspaces: Organizes content into dedicated collaborative spaces.
• Real-time collaboration: Simultaneous editing and updates for team collaboration.
• Interactive documents: Embed multimedia, code, and interactive elements in documents.
• Document tracking: Monitors document engagement and views.
• Access permissions: Controls document access with customizable permissions.

Pros:

• Offers a central repository for easy document storage and retrieval.
• Provides encryption and access controls for data protection.
• Embeds content from various sources directly into documents.
• Integrates tasks and to-do lists directly into documents.

Cons:

• There are limited formatting and design options.

What are process kits?

A process kit is a collection of tools and resources designed to help businesses streamline their various processes. These tools can include software applications, templates, and guidelines that assist in optimizing and automating business processes. The purpose of a process toolkit is to increase efficiency, reduce errors, and improve overall productivity within the organization.

By implementing a process improvement toolkit, businesses can standardize workflows, track progress, and easily identify areas for improvement. For example, a project management tool can help teams collaborate effectively, while a workflow automation tool can help automate repetitive tasks. Additionally, templates and guidelines can provide employees with a consistent framework for carrying out specific processes.

Ultimately, a process toolkit helps businesses to operate more efficiently by providing them with the necessary tools and support to effectively manage and improve their processes. This can lead to: 

• Cost savings
• Better customer experiences
• A more competitive edge in the marketplace

Overall, a process toolkit is a valuable resource for businesses looking to optimize their operations.

Features of continuous improvement process kit tools

Continuous improvement is a crucial aspect of any successful business, and there are a variety of tools available to help companies streamline their processes and identify areas for growth and development. 

These tools are designed to provide businesses with the means to analyze their operations, pinpoint inefficiencies, and implement changes that drive ongoing improvement. Here are some key features of continuous improvement tools:

Data analysis

Continuous improvement tools are equipped with the capability to gather and analyze data from various aspects of a company’s operations. This includes everything from sales figures and production metrics to customer feedback and employee performance. By leveraging this data, businesses can identify patterns, trends, and opportunities for improvement.

Performance tracking

These tools allow businesses to set performance metrics and track progress over time. This helps companies to understand where they currently stand and what areas need improvement. By regularly monitoring performance, businesses can make informed decisions and track the impact of changes made to their processes.

Process mapping

Many continuous improvement tools offer the ability to map out existing processes within a company. This helps businesses to visually identify how tasks and activities flow, allowing for a clear understanding of where bottlenecks and inefficiencies exist. By understanding current processes, companies can then make informed decisions on how to optimize and streamline them.

Root cause analysis

Continuous improvement tools often include features that allow for the identification of root causes of problems within a company. By getting to the bottom of issues, businesses can make targeted and effective changes to their operations, rather than relying on quick fixes.

Collaboration and communication

Effective continuous improvement tools offer collaboration and communication features that enable teams to work together on identifying and implementing improvements. This fosters a culture of teamwork and encourages employees to contribute their ideas for positive change.

Real-time reporting

Many continuous improvement tools provide real-time reporting capabilities that allow businesses to stay up to date on their progress. This allows for quick and informed decision-making and ensures that companies are constantly aware of their performance.

Types of process improvement toolkits

Process improvement toolkits are essential for organizations looking to streamline their operations and drive efficiency. These toolkits come in a variety of types, each designed to address different aspects of the improvement process. Here are some common types of process improvement toolkits:

Lean toolkit

Lean methodologies focus on eliminating waste and improving efficiency in processes. A Lean toolkit includes tools such as value stream mapping, 5S, and kanban, which help organizations identify and eliminate activities that do not add value to the end product or service.

Six Sigma toolkit

Six Sigma is a data-driven methodology that aims to improve processes by reducing defects and variations. A Six Sigma toolkit includes tools such as statistical process control, root cause analysis, and control charts, which help organizations identify and eliminate the root causes of defects in their processes.

Total quality management (TQM) toolkit

TQM is a management approach that focuses on continuous improvement of processes and products. A TQM toolkit includes tools such as quality circles, benchmarking, and customer satisfaction surveys, which help organizations identify areas for improvement and implement changes to achieve higher levels of quality.

Agile toolkit

Agile methodologies are commonly used in software development and project management to improve the speed and flexibility of processes. An Agile toolkit includes tools such as scrum boards, burndown charts, and sprint planning, which help organizations manage and prioritize work in a dynamic and iterative way. 

Business process reengineering (BPR) toolkit

BPR involves the redesign and optimization of business processes to achieve dramatic improvements in performance. A BPR toolkit includes tools such as process mapping, business process modeling, and workflow automation, which help organizations analyze and restructure their processes to achieve significant performance improvements.

Get started for free

All of the tools listed above are perfect for building process kits, and many of them offer free trials or demos, so take advantage of them! Don’t be afraid to test a few out to find the perfect ones for your current business processes.