Trusted knowledge.
Quality service. Every time.

Your customer experience is only as good as the knowledge behind it. Simplify complex processes with visual guides that are always accurate, compliant, and easy to navigate.

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  • Blue Cross
  • Flexiti
  • Home Depot
  • Whirlpool
  • Wyndham Hotels & Resorts
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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.

See the visual value

Get your knowledge sources and
strategy in shape with Procedureflow!

Knowledge Governance

Without a strategy, AI and agents will only amplify the errors and gaps in your processes.

  • Our framework will help:
  • Create a foundation of trusted, scalable knowledge
  • Align teams with clearly defined roles and responsibilities
  • Set goals tied to your unique business objectives
See the framework
Coworkers collaborating

Process Automation

Effortlessly create processes, sync systems, and streamline manual tasks.

  • Boost productivity by:
  • Automating error-prone, repetitive tasks
  • Eliminating platform switching
  • Using AI for process inspiration and creation (coming soon)
Explore Features
Automated customer details

Change Management

Avoid the risks and costs of ever-changing processes and regulations.

  • Stay compliant and in control:
  • Crowdsource updates to drive accountability
  • Stay ahead of audits with a full history of changes
  • Ensure proper approvals with role-based permissions
Explore Features
Audit trail of process changes 

Performance Insights

You can’t improve what you can’t see. Get the visibility to drive smarter decisions.

  • Track what matters most:
  • Monitor process adoption and team engagement
  • Identify knowledge gaps and performance trends
  • Use insights to optimize workflows and training
Explore Features
Performance insights with most viewed flows

Built for industries driven by
complexity and compliance

When it comes to ever changing regulations and associated risks, knowledge integrity isn’t optional.

Insurance

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

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Finance

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

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Utilities

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

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Consistent and Quality Customer Service

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Drop in
Escalations

0%

Improvement in Time to Proficiency

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Average Decrease in AHT

We work with your favorite systems

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