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Orchestly Review

Orchestly
Our score: 9.0 User satisfaction: 97%

What is Orchestly?

Several different platforms comprise Zoho’s suite of software for businesses. Orchestly is Zoho’s centralized business process management tool that maps and facilitates pipelines to automate and optimize tasks. Branding itself as a “command center” for your organization, Orchestly essentially brings together the functionality of task boards, scheduling apps, and collaboration platforms—and more—under one roof.

Orchestly also impresses upon its user base that it is code-free. The centralized dashboards, task assignments, scheduling tools, and reports and visualizations of business process data are all handled and displayed via graphical user interfaces. This guarantees that every new user introduced to Orchestly will not require an astronomical learning curve to use the platform efficiently. Of course, custom code is also supported for an organization’s automation needs that are not sufficiently met by built-in features.

The core functionality of the solution itself remains the same across industries or verticals, so it can be customized for different sectors: from marketing to operations to finance. For example, data capture is an essential part of any modern business process —from onboarding processes requiring candidate data to order items requiring customer information. Orchestly lets users manage their data capture functionality so it can be applied the way they need it in their specific field of business. The same goes for every other feature of the platform.

This makes Orchestly’s target user base broad and diverse: practically anyone who needs a business process management platform to manage, automate, and optimize pipelines for their teams.

All this is bundled with access control, built-in tools for data analysis, and third-party integrations that extend Orchestly’s uses beyond its feature list. These added advantages solve multiple concerns that usually come with business process management tools that converge multiple functionalities into one platform.

How can you guarantee only authorized access to specific data? How can you maximize business process management by automating often used but tedious manual tasks, like firing off email messages? How can you make better business decisions through all the data your business processes metrics are producing?

Orchestly attempts to answer all of these questions for its users.

Overview of Orchestly Benefits

The key benefits of Orchestly all stem from its combination of business process management capabilities and features. While the features themselves are straightforward, how valuable they become for an organization depends on how they are deployed. In line with this, Orchestly affords its users a lot of flexibility in deploying its features, from offering customizable forms to accepting bespoke automation coding to allowing third-party integrations.

Data capture – Customized forms, access privileges, and more

Data capture relies on forms, and Orchestly’s custom form creation feature called Layouts offers users a lot of control. Indeed, customization and control are the key factors that let Orchestly’s Layouts provide as much functionality for the recruiter as for the inventory manager. Layouts lets users customize forms to collect relevant process data and control who gets access to what, all reinforced with encryption to keep sensitive information protected. Layouts lets users control who sends requests, define who is responsible for data capture processes, and set access privileges to specific fields within a form—all in addition to form field customization, of course.

Business processes – Design business processes, set automated tasks, and define ownership

Within Orchestly, workflows are represented as flowcharts called Blueprints, on top of which is added a layer of control that lets users define who will be responsible for each step of the process. This ensures every business process is properly mapped out (in this case not just documented but visualized) and accountability is transparent. Furthermore, users can add automatic tasks to the mapped workflows, accept data input in real-time when drafting flowcharts, and make use of a straightforward, drag-and-drop interface when designing business processes.

Automation – Smoother pipelines and improved productivity

As a mishmash of interconnected business process management capabilities often with overlapping functionality and cross-departmental uses, Orchestly offers its users automation options so the workflows designed within the platform all perform smoothly. Orchestly’s automation capabilities include business rules that define automated actions associated with business processes, webhooks that send notifications to third-party applications, and widgets that enrich business processes and let various process tools interact with one another. If these readily available automation tools are not enough, Orchestly also accepts customized functions through simple code.

Task assignments – Request and assign tasks with complete transparency on task history

Requests that go through workflows within Orchestly are called Jobs. Orchestly users select which job to send through a business process in the new job pane or the service catalog. From there, these tasks can be assigned or left unassigned for team members to pick up. Orchestly shows the current status of a task, its paper trail detailing what parts of the business process it has already been through, and where it needs to go within the workflow. Tasks progressing through a workflow can be seen by users who requested them, maintaining transparency of business processes. Users who request a job may also opt to be notified regarding its progress to keep a close eye on it.

Optimization – Reports and visualizations that make the most of business process data

Being a centralized platform where all business processes are designed and implemented means that Orchestly crunches a lot of business data pertinent to the everyday functions of an organization. That’s why Orchestly also generates reports, charts, and visualizations that let users gain insight into their business processes at a glance. These reports and visualizations include:

  • Blueprint duration analysis, a visualization of how long a certain pipeline takes end to end
  • Blueprint usage report, a counter of how many times jobs have gone through stages or transitions within a Blueprint
  • Stage utilization chart, which shows how many jobs are at which stages of designed pipelines
  • Stage duration chart, which shows the average time a user takes to complete stages within processes, and
  • Job distribution chart, an overview of current workload by showing number of jobs assigned to each user under every process

Finally, Orchestly also offers customization to these default report types. These reports and visualizations, used in conjunction, show process duration, bottlenecks in pipelines, areas of improvement for users responsible for tasks, and how to more efficiently distribute workloads.

Overview of Orchestly Features

  • Form designer
  • Workflow builder
  • Webhooks
  • Custom Functions
  • Business Rules
  • Email templates
  • Extensions/Widgets
  • Notifications
  • Audit trail
  • Default and custom reports
  • Role-based access control
  • Active Directory
  • iOS/Android apps

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.

Orchestly Position In Our Categories

Knowing that companies have distinct business demands, it is only rational that they steer clear of buying a one-size-fits-all, “perfect” solution. At any rate, it would be futile to try to find such a software solution even among well-known software products. The sensible thing to undertake can be to note down the varied main functions which necessitate scrutiny like major features, price plans, skill levels of staff members, organizational size, etc. The second step is, you should perform the research systematically. Browse over some of these Orchestly analyses and explore each of the software solutions in your shortlist in detail. Such comprehensive research ascertain you steer clear of unfit software products and subscribe to the one which delivers all the aspects you require business requires.

Position of Orchestly in our main categories:

TOP 10

Orchestly is one of the top 10 Business Process Management Software products

TOP 10

Orchestly is one of the 10 Workflow Management Software products

If you are considering Orchestly it might also be sensible to investigate other subcategories of Workflow Management Software gathered in our base of B2B software reviews.

Since each enterprise has particular business needs, it is sensible for them to abstain from seeking a one-size-fits-all ideal software application. Needless to say, it would be useless to try to find such a system even among market-leading software solutions. The clever thing to do would be to jot down the various vital elements that require consideration such as required features, finances, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some Orchestly Workflow Management Software reviews and investigate each of the other solutions in your shortlist in detail. Such in-depth research can ensure you discard ill-fitting applications and zero in on the system that offers all the elements you require for business success.

How Much Does Orchestly Cost?

Orchestly Pricing Plans:

Free Trial

Monthly

$8

Annual

$7

15-day Free Trial

Monthly subscription – $8 per user per month, billed monthly

  • Form designer
  • Workflow builder
  • Webhooks
  • Custom Functions
  • Business Rules
  • Email templates
  • Extensions/Widgets
  • Notifications
  • Audit trail
  • Default and custom reports
  • Role-based access control
  • Active Directory
  • iOS/Android apps

In addition to the monthly price, local taxes (VAT, GST, etc.) will be charged.

Annual subscription – $7 per user per month, billed yearly

  • Form designer
  • Workflow builder
  • Webhooks
  • Custom Functions
  • Business Rules
  • Email templates
  • Extensions/Widgets
  • Notifications
  • Audit trail
  • Default and custom reports
  • Role-based access control
  • Active Directory
  • iOS/Android apps

In addition to the monthly price, local taxes (VAT, GST, etc.) will be charged.

Discounts applied for organizations with over 500 users.

User Satisfaction

Positive Social Media Mentions 36
Negative Social Media Mentions 2

We realize that when you make a decision to buy Workflow Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Orchestly reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Orchestly. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Orchestly Comparisons

What are Orchestly pricing details?

Orchestly Pricing Plans:

Free Trial

Monthly

$8

Annual

$7

15-day Free Trial

Monthly subscription – $8 per user per month, billed monthly

  • Form designer
  • Workflow builder
  • Webhooks
  • Custom Functions
  • Business Rules
  • Email templates
  • Extensions/Widgets
  • Notifications
  • Audit trail
  • Default and custom reports
  • Role-based access control
  • Active Directory
  • iOS/Android apps

In addition to the monthly price, local taxes (VAT, GST, etc.) will be charged.

Annual subscription – $7 per user per month, billed yearly

  • Form designer
  • Workflow builder
  • Webhooks
  • Custom Functions
  • Business Rules
  • Email templates
  • Extensions/Widgets
  • Notifications
  • Audit trail
  • Default and custom reports
  • Role-based access control
  • Active Directory
  • iOS/Android apps

In addition to the monthly price, local taxes (VAT, GST, etc.) will be charged.

Discounts applied for organizations with over 500 users.

What integrations are available for Orchestly?

  • Checklist
  • Property Tweaker
  • Google Drive
  • Dropbox
  • Harvest
  • Slack
  • Multilevel Checklist

Allows third-party integrations via Connectors and APIs and also custom ones developed specifically for Orchestly

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Reviewed By Nestor Gilbert
Page last modified
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