About ProcedureFlow

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.

Key benefits of ProcedureFlow

  • ProcedureFlow includes a simple hyperlink flowchart editor, allowing users to select shapes, add text and create sub-flows easily to represent complex expert knowledge.

  • ProcedureFlow delivers user management functionality, permitting users to add relevant members to processes effectively and assign appropriate process ownership levels efficiently.

  • ProcedureFlow promotes a straightforward approval system, enabling users to approve or decline proposed process changes quickly and conveniently.

  • ProcedureFlow facilitates change notifications, ensuring all team members are up-to-date on the most current process changes.

  • ProcedureFlow employs usage reporting technology, providing users with the tools to monitor team engagement and to verify which members are checking their change notifications.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, Australia

    Supported Languages

    English

    Images

    Produce hyperlinked support flowcharts
    Support customers quickly & efficiently
    Create standard operating procedures
    Edit & update text on flowcharts
    Approve or decline change requests
    Review process change history
    View 7 more
    ProcedureFlow video
    ProcedureFlow screenshot: Produce hyperlinked support flowcharts ProcedureFlow screenshot: Support customers quickly & efficiently ProcedureFlow screenshot: Create standard operating procedures ProcedureFlow screenshot: Edit & update text on flowcharts ProcedureFlow screenshot: Approve or decline change requests ProcedureFlow screenshot: Review process change history

    Features

    Total features of ProcedureFlow: 22

    • Access Control
    • Approval Process Control
    • Assignment Management
    • Audit Trail
    • Automatic Notifications
    • Collaboration Tools
    • Content Management
    • Data Visualization
    • Email Invitations & Reminders
    • Engagement Analytics
    • Guided Problem Solving
    • History Tracking
    • Knowledge Base Management
    • Learning Management
    • Monitoring
    • Permission Management
    • Process Control
    • Search Functionality
    • Self-Learning
    • Training Management
    • Usage Tracking
    • User Management

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    Reviews

    Overall rating

    4,9 /5
    (26)
    Value for Money
    4,8/5
    Features
    4,5/5
    Ease of Use
    4,8/5
    Customer Support
    5/5

    Already have ProcedureFlow?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 26
    Cheryl J.
    Overall rating
    • Industry: Government Administration
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    ProcedureFlow is a MUST for a call center!

    Reviewed on 2018/02/21

    Pros

    This is one of the easiest products I've used in my call center career and we have seen IMMEDIATE improvements in the call center! It's easy to set up, maintain and use! Our training reduced by 2 weeks right away as a result! Our agents utilize it and we have had fewer errors! The staff support from ProcedureFlow is First Class!

    Andrew J.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A game changer for making procedures that are actually useful.

    Reviewed on 2017/03/14

    After struggling for years with procedural documentation that was less than useful, we found...

    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!

    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.

    Stephanie C.
    Overall rating
    • Industry: Financial Services
    • Company size: 1 001-5 000 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Effective and improves efficiency

    Reviewed on 2020/10/27

    Overall this is a very helpful program that has added efficiency to our team and improved our...

    Overall this is a very helpful program that has added efficiency to our team and improved our processes.

    Pros

    As a viewer of the procedures that our team created it is very easy to navigate.

    Cons

    Creating a procedure can be a bit tedious and takes a while to get used to.

    Tessa A.
    Overall rating
    • Industry: Retail
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    ProcedureFlow Standardizes Procedures, Improving Service Quality

    Reviewed on 2017/03/15

    We began using ProcedureFlow about a year ago. Every department at our company utilizes it. I'm the...

    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.

    Carol G.
    Overall rating
    • Industry: Law Practice
    • Company size: 201-500 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great reference for follow-up after training

    Reviewed on 2017/03/06

    Our staff and lawyers have been very receptive to ProcedureFlow, as there is very little training...

    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.

    Showing 5 reviews of 26 Read all reviews

    ProcedureFlow FAQs

    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:

    • Approval process control
    • Assignment management
    • Audit trail
    • Automatic notifications
    • Change history
    • Content management
    • Engagement analytics
    • Flowchart drafts
    • Guided problem solving
    • Hyperlinked flowcharts
    • Knowledge base
    • Learning management
    • Permission management
    • Process control
    • Search functionality
    • Self-learning
    • Sharing best practices
    • Side-by-side comparison
    • Social collaboration
    • Sub-flows
    • Training management
    • Usage reporting
    • User access controls
    • User invites

    ProcedureFlow has the following typical customers:

    Small Business, Mid Size Business

    ProcedureFlow supports the following languages:

    English

    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, Phone Support, Online Support

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