Knowledge your
employees agents customers AI business
can count on!

Turn text heavy processes into easy-to-follow visual guides that remain accurate, collaborative, and compliant. It's knowledge that sets everyone up for success.

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Agents brainstorming together
Trusted by leading organizations around the world
  • Medavie Blue Cross
  • Flexiti
  • Whirlpool
  • Wyndham Hotels & Resorts
Drag me!

Why Visual Knowledge Management?

Our brains process visuals thousands of times faster than text.

Visual knowledge breaks down barriers by presenting information in a way that's intuitive and easy to follow. Clearly guided processes allow employees to quickly grasp critical details and execute tasks efficiently—improving confidence and productivity.

Consistent and Quality Customer Service

Declining Data

85%

Drop in
Escalations

Clock

75%

Improvement in
Time to Proficiency

Phone

40s

Average Decrease
in AHT

Do you trust your knowledge?

“Artificial Intelligence (AI) and machine learning (ML) technologies do not eliminate the need for establishing a sustainable Knowledge Management program. Rather, they make foundational KM practices even more essential.”

— Gartner

Get your knowledge sources and
strategy in shape with ProcedureFlow!

Climbing up the ladder to your goals

Knowledge Governance

Create a foundation of expert knowledge that scales with your team and business.

  • Agents brainstorming together Alignment and accountability
  • Agents brainstorming together Standardization and structure
  • Agents brainstorming together Collaboration and compliance
Climbing up the ladder to your goals

Process Automation

Effortlessly gather data, execute actions, and automate tasks with Power Shapes.

  • Agents brainstorming together Payment calculators
  • Agents brainstorming together Inventory display tables
  • Agents brainstorming together Email triggers and push notifications
Climbing up the ladder to your goals

Change Management

Crowdsource updates and stay compliant with a full audit trail of changes.

  • Agents brainstorming together Approval and comment history
  • Agents brainstorming together Side-by-side change comparisons
  • Agents brainstorming together Confidential and public permissions
Climbing up the ladder to your goals

Performance Insights

Understand how your knowledge is working for you with detailed analytics.

  • Agents brainstorming together Top performing content
  • Agents brainstorming together Process adoption metrics
  • Agents brainstorming together Approval reports

Achieve compliance peace of mind

Secure, cloud-based environment for any industry

  • Customer Support Person

    Insurance

    Increase process efficiency in coverage management, enrollment processes, and claims handling.

  • Two people

    Utilities

    Navigate billing complexities, service changes, disaster response, and metered services with confidence.

  • Process visualization

    Finance

    Reduce audit time and ensure optimal financial service experience in banking, lending, investment, and accounting.

Hear from our customers!

ProcedureFlow contributed to a 40-second decrease in AHT, ultimately improving both the employee and customer experience.

Flexiti
Ryan Janicki VP of Operations

We attained a 50% reduction in training time by accelerating the onboarding process and enabling agents to start assisting customers as soon as possible.

Brooks Running
Ashley Salter Training and Development Program Manager

We achieved an impressive 98% CSAT score after streamlining processes across every team.

Nymbus
Meredythe Miles Senior Vice President, Digital Experience Center

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.

  • Microsoft Dynnamics
  • Nice
  • Salesforce
  • Genesys
  • Amazon Connect

Ready to build processes that drive
confidence and results?

Give your team trusted knowledge they can easily navigate and count on to
provide exceptional service.

Get a Demo