Empower teams with visual knowledge management

Create, navigate, maintain, and share processes with one platform in every level of your organization.

Trusted by leading organizations around the world
  • Medavie Blue Cross
  • Flexiti
  • Whirlpool
  • Wyndham Hotels & Resorts
How ProcedureFlow helps

Simplify processes in 90 days or less

Agents brainstorming together
Number one

Audit and assess existing knowledge

Our team conducts a thorough audit and assessment of your existing organizational knowledge and combines it with the expertise of your top-performing employees.

Stack of books with arrow pointing to ProcedureFlow interface
Number two

Turn text-based processes into visual knowledge

Work alongside our team as we translate your complex processes into easy to understand visual flows.

User interface of ProcedureFlow's insight views
Number three

Monitor results with operational reports

Detailed reports allow you to analyze performance, identify areas for improvement, and ensure your knowledge stays up to date.

Our mission is to make your employees
experts faster

Here’s how:

  • Eliminate duplicate and outdated documents
  • Convert lengthy text-based processes into step-by-step visual guides
  • Combine existing knowledge into a single source of truth
  • Keep processes accurate and up to date with a collaborative environment for knowledge sharing
Explore Features
Employee using ProcedureFlow

Over 47,000 users have
achieved incredible results


Faster Average Handle Time


Reduction in Escalations


Reduction in Training Time


Improvement in Operating Costs

Achieve compliance peace of mind

Secure, cloud-based environment for any industry

  • Customer Support Person


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

  • Two people


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

  • Process visualization


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

Visual knowledge benefits every
level of your organization

Senior leading folding his arms

Senior Leadership

Improve strategic decision-making by providing senior leadership and executive teams a comprehensive view of organizational knowledge.

Management working on laptop


Elevate operational efficiency, foster team collaboration, and ensure process adherence for directors, managers, supervisors, and team leads alike. 

Two agents looking at the ProcedureFlow interface

Trainers & Coaches

Use operational reports to fuel learning and development initiatives, enhance comprehension, and create a culture of continuous improvement.

Agent speaking to customer on the phone

Agents & Specialists

Empower everyday users to self-serve with internal processes to elevate expertise, retain knowledge, and encourage ongoing professional development.

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
  • Talkdesk

Did you know that 65% of the population
are visual learners?

See how ProcedureFlow creates a better employee and customer experience
with visual knowledge.

Get a Demo