Knowledge management made easy

Managing your processes doesn't have to be complicated. From onboarding employees to staying compliant, Procedureflow's features help deliver a trusted knowledge experience that's simple and strategic. Yes, you can have both!

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Everything you need to simplify the way employees work

Procedureflow goes beyond turning text-heavy standard operating procedures (SOPs) into easy to navigate guides.

Structure & Strategy

Our strategic approach to managing processes is designed to ensure you have a foundation that remains well-structured, accessible, accurate, and aligned with your business goals.

Performance & Productivity

Improve employee confidence, quickly onboard, and deliver exceptional service with trusted knowledge. Productivity will soar through task automation, integrations, and insights.

Collaboration & Compliance

Manage updates effortlessly and create accountability through crowdsourcing. Procedural changes are tracked and remain accurate and compliant with a full audit history.

Everything you need to deliver knowledge that works

Process Central

Keep processes in one place

Procedural knowledge usually lives across various systems and documents. What if you could centralize them in one accessible hub?

Create a structured source of trusted knowledge for your business that every employee can count on to do their jobs successfully and with confidence.

Easy Navigation

Turn endless text into visual flows

Say goodbye to text-heavy process documents. Convert difficult to consume knowledge into visual guided flows that provide clear direction and intuitive next steps.

Employees can work through the most complex procedures with ease and ensure each step is completed for consistency and compliance.

Collaboration

Build and improve procedures together

Now that the entire team can count on the processes they are using, you'll create more accountability to keep it that way!

Crowdsource changes and foster collaboration between employees by allowing them to submit updates that are easy to review and approve with side-by-side comparisons.

Process Automation

Enhance employee productivity

Streamline your processes and drive efficiency with Power Shapes. Automate tedious, error-prone tasks like data entry, record updates, and balance calculations.

By eliminating platform switching and automating manual steps, employees can focus on delivering faster service and higher quality customer interactions.

Performance Insights

Understand what's working

Get insights into team engagement and process performance and use your reports to cut down on process times and identify best practices.

See the top viewed flows, stay on top of unreviewed changes, and monitor adoption so you get the most value from your processes and our platform.

Compliance Confidence

Get version control visibility

Stay compliant and avoid costly risks with a full audit trail of process changes and approvals. Change management is transparent, collaborative, and compliant.

See the version history of each procedure and set necessary permissions when confidentiality is required.

Feature Details

Feature	Professional	Enterprise
Linked Visual Flows Turn text heavy processes into guided workflows that are accessible and easy to navigate	✔	✔
Change Notifications Expedite process collaboration and updates while ensuring all users are kept in the loop	✔	✔
Side by side comparisons See changes before they’re applied to ensure no errors are being produced	✔	✔
Flow data access Export all flow data in a more automated way to streamline process adjustments	✔	✔
Memberships and permissions Ensure proper team access and management of processes, approvals, and updates	✔	✔
Enhanced collaboration Easily manage changes and approvals while collaborating on content as a team	✔	✔

Feature	Professional	Enterprise
Separate Flow Groups Simplify information hierarchy based on topics, requests, departments and more	✔	✔
Revision Control Trace and monitor process improvements to see how procedures evolve over time	✔	✔
Offline Backup Ensure critical process information is accessible if there is a network outage or other unforeseen circumstances		✔
Single Sign-on (SAML 2.0) Allow users to securely access multiple applications through prior authentication and a single set of login credentials		✔
Embedding [Authenticated] Enable Procedureflow to live within an existing CCaaS or CRM to ensure timely information transfer and knowledge sharing		✔
SCIM - User & Group Provisioning Automate user provisioning and deprovisioning by integrating with existing employee database systems		✔

Feature	Professional	Enterprise
Unreviewed Changes Get visibility into changes that need to be reviewed, accepted, and pushed to keep processes up to date	✔	✔
User Activity Gain an inside look at top performers and employee performance based on their usage	✔	✔
Most Viewed Flows See which flows are the most utilized to help uncover areas of improvement	✔	✔
Export Data Activity Pull process and team activity details to dive deeper into the insights and customize reporting		✔

Feature	Professional	Enterprise
Power Shapes Automate steps in your workflow to eliminate manual tasks and platform switching	2	5
Access to APIs Connect Procedureflow to other platforms and securely share data between applications	✔	✔
Access to Pre - Built Integrations Seamlessly connect to a selection of popular business tools your team already uses		✔

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Work with tools your team already uses

Procedureflow seamlessly integrates with your everyday applications so employees can easily get the right information, at the right time.