ProcedureFlow is a cloud-based knowledge management system that offers enterprises a single platform from which to create and manage standard operating procedures. Incorporating a simple flowchart editor, approval system and change notifications, ProcedureFlow aims to deliver a user-friendly knowledge management solution.
Designed to manage company processes effectively, ProcedureFlow equips users with the technology to represent expert knowledge as a visual map. With ProcedureFlow’s content management system, users can select shapes and add text and images in order to produce small hyperlinked flowcharts. By creating compact flowcharts, ProcedureFlow intends to guide users through company processes in a logical and efficient way.
To enhance user engagement, ProcedureFlow allows team members to suggest process changes in a draft. Using a side-by-side comparison, ProcedureFlow permits users to view and approve process changes quickly and conveniently. Moreover, since ProcedureFlow facilitates change notifications, users ensure that all team members have the most up-to-date information.
Besides content creation, ProcedureFlow enables users to manage user invites and permissions. With ProcedureFlow’s user management functionality, users can add relevant members and assign process ownership levels easily without IT assistance.
Pros
The software is highly flexible and great for collaborative process building. The collaboration aspect seems to get buy-in from the techs, since they are helping to build the processes.
Cons
The user management features aren't strong. They could use integration with AD and group management to make administration easier.
We began using ProcedureFlow about a year ago. Every department at our company utilizes it. I'm the Customer Support Trainer, so as far as my department is concerned, ProcedureFlow allows agents to see the most current, proper procedures, resulting in consistent service. I know a lot of people don't absorb everything discussed in training, but that's OK because, now, we have ProcedureFlow! Since they know they have this tool readily available to them, people can feel confident the moment they hit the floor. We encourage all agents to use it. Also, it's really easy to build flows. ProcedureFlow has proven to be an excellent resource for our company. We love it.
Pros
I like how easy it is to create flows. I like how it boosts confidence in new hires, how it ensures all agents are on the same page and providing customers with consistent information, and how it allows us to quickly and efficiently update information so we can be assured it'll be effectively communicated with everyone who needs to know.
Cons
There isn't an autosave feature. So, if your computer crashes, and you're working on a flow and haven't saved it, all your work is lost.
Our staff and lawyers have been very receptive to ProcedureFlow, as there is very little training required to get them familiar with how it works. We can provide step-by-step procedures for everything from the basics of setting up their voice-mail to the more complex steps involved in setting up a search for documents in programs such as OpenText (Document Management System) or CaseLogistix.
Our new arrivals have found it particularly helpful for reference purposes following their orientation sessions.
The support team provide excellent support during start-up, although the product itself is so straight-forward, there is very little time needed to get up and running.
Pros
The ease of use - it is very intuitive, both from a set-up point of view and a user point of view.
Pros
Procedure Flow consolidates all procedural documents and resource locations into one central platform. It has been an incredible help to our team as we have grown exponentially in the last few years. Processes are becoming more standardized and orientation more clear for new staff. I appreciate the varied levels of access to simplify the experience for those who do not need to contribute. The search feature is also extremely helpful. What I appreciate most, though, is the accessibility of PF staff to assist with any issues we face. Amy Webber trained some of our team to use the software and was very thorough and patient.
Cons
The user-friendliness of the product could be improved somewhat for contributors; the editing mode is a bit confusing to access initially. I would also like to be able to search the content of decision diamonds.
Thanks so much for your review Miriam! I just wanted to give you a quick update to let you know that search now works for text within shapes as well. Enjoy!
ProcedureFlow has become an indispensable tool for process improvement initiatives at our law firm. We have used it to standardize many of our internal and client-facing legal processes. We particularly have benefited from the ability for our lawyers and staff members to propose changes to flows that impact their practice and be automatically notified when changes are made to the standard working procedures.
Pros
Offline backups and ease of use
To receive accurate pricing information, contact ProcedureFlow directly.
Below are some frequently asked questions for ProcedureFlow.
ProcedureFlow offers the following pricing plans:
Pricing model: Subscription
Free Trial: Available
To receive accurate pricing information, contact ProcedureFlow directly.
ProcedureFlow offers the following features:
ProcedureFlow has the following typical customers:
Mid Size Business, Small Business
ProcedureFlow supports the following languages:
English
ProcedureFlow has the following pricing plans:
Subscription
We do not have any information about what devices ProcedureFlow supports
ProcedureFlow integrates with the following applications:
Talkdesk
ProcedureFlow offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support
After struggling for years with procedural documentation that was less than useful, we found ProcedureFlow. It has truly been a game changer in our Managed Services business. We now have a dynamic and useful set of processes, that are collaboratively created and maintained by the people using them.
Our staff can create or update procedures themselves and the built-in approval workflow allows us to keep the changes, recommend improvements or occasionally reject them.
Our annual SOC2 audits have become much more straight forward since we can simply export a copy of our processes, give them to the auditors and they have a single source of process information to check us against. Since the processes are easy to access, our SMEs are better at consistently following them as well.
While it isn't an ITIL focused product, it is flexible enough that I easily created an ITIL structure in the tool and all of our sub-processes fall under those ITIL entry points.
Since we still use Sharepoint for our document management and references, we simply deep link from process elements to the pertinent documents in Sharepoint. That gives us the best of both worlds.
We rarely need to call their support, but when we do they are very quick to respond and give a very personalized service. Great company with great service!