An illustration of agents using Procedureflow
Features

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!

Overview

ProcedureFlow goes beyond turning text-heavy standard
operating procedures into easy to navigate guides

Structure & Strategy

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

Performance & Productivity

Improve employee confidence, quickly onboard, and deliver exceptional service with trusted knowledge. Boost productivity through automation, integrations, and insights.

Collaboration & Compliance

Collaboration & Compliance

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

Feature Breakdown

Everything you need to deliver knowledge that works

Process Central
Drive Adoption 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
Easy Navigation 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
Collaboration 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
Collaboration 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
Insights 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
Insights 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.

Integrations

Work with with tools your team already uses

  • 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