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What is ProcedureFlow?

ProcedureFlow is a knowledge base software designed to accelerate employee proficiency and improve service quality. According to the vendor, it aims to provide a better way to manage knowledge by centralizing organizational process information, transforming procedures into visual flows, and enabling...

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ProcedureFlow has been a valuable tool for organizations seeking to streamline and optimize workflow processes, resulting in significant …
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What is ProcedureFlow?

ProcedureFlow in Saint John offers their cloud-based knowledge management application designed to make company procedures easier to understand and faster to learn by providing instant ready access to expert knowledge.

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is ProcedureFlow?

ProcedureFlow is a knowledge base software designed to accelerate employee proficiency and improve service quality. According to the vendor, it aims to provide a better way to manage knowledge by centralizing organizational process information, transforming procedures into visual flows, and enabling collaborative workflow. The software is suitable for companies of all sizes, including small businesses and large enterprises. It caters to various professions and industries such as contact centers, finance, health insurance, retail, and telecommunications.

Key Features

Knowledge Central: According to the vendor, ProcedureFlow allows for the centralization of organizational process information in one place, making it easier to access and manage procedural knowledge. The aim is to eliminate the need for multiple systems and documents.

Visual Process Flows: The vendor claims that ProcedureFlow can transform existing procedures into visual flows, improving understanding and consumption of information. Users can have a bird's eye view of the entire process, simplifying navigation.

Collaborative Workflow: According to the vendor, ProcedureFlow facilitates the building and improvement of procedures collaboratively, reducing training and mentoring time. The aim is to streamline the process of reviewing and approving changes.

Process Insights: The vendor states that ProcedureFlow provides insights into process adoption, team engagement, and activity. It allows for the generation of operational reports to identify improvement opportunities, potentially giving organizations a competitive advantage.

Easy Navigation: ProcedureFlow aims to provide easy navigation through visual flows, allowing users to always know their position in the process. The aim is to eliminate the need for long text documents.

Integration Capabilities: According to the vendor, ProcedureFlow can be integrated with existing systems to supplement tools and enhance functionality. This integration is intended to improve efficiency and streamline workflows.

Visual step-by-step guides: ProcedureFlow provides visual, step-by-step guides for business processes. According to the vendor, each step includes detailed instructions, screenshots, and annotations to help employees accurately follow and execute tasks.

Real-time updates: The vendor claims that ProcedureFlow allows for real-time updates to guides, ensuring employees have access to the most up-to-date information. This feature aims to maintain consistency and avoid confusion caused by outdated procedures.

Embedding functionality: ProcedureFlow can be embedded within existing systems such as Salesforce and other CRM or contact center platforms. According to the vendor, this provides quick access to visual guides without disrupting the workflow.

Agent assist and real-time guidance: ProcedureFlow can be integrated with telephony providers to provide real-time guidance to customer service agents. The vendor claims that this integration suggests the appropriate visual flow based on the conversation, enhancing agent productivity and reducing the need for supervisor intervention.

ProcedureFlow Video

Meet ProcedureFlow. A next-generation Knowledge Management software designed to help companies visualize and navigate processes. ProcedureFlow makes it easy to maintain up-to-date information and share it across the organization. Unlike other knowledge management tools, we t...
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ProcedureFlow Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

ProcedureFlow has been a valuable tool for organizations seeking to streamline and optimize workflow processes, resulting in significant improvements in efficiency and productivity. The software's intuitive design has allowed users to quickly learn and develop process maps, which work well on both desktop and mobile devices.

Users have reported that ProcedureFlow has significantly reduced the onboarding time for new employees, making it easier for them to become proficient in their roles earlier. Additionally, the software has been used for remote employee training, shortening the time for new hires to start working with customers. This has had a positive impact on reducing training costs while improving the quality of services provided.

ProcedureFlow has also simplified complex problems into easy-to-follow diagrams, making it a primary tool for the training team to guide new team members. It has helped in managing SOP documents collectively and updating them regularly with approvals, resulting in standardized internal processes while ensuring compliance and consistency. The software has also been used to standardize internal and client-facing legal processes, allowing lawyers and staff members to propose changes to flows that impact their practice while reducing insurance premiums and litigation risk. Overall, ProcedureFlow is an essential tool that can help businesses manage processes more efficiently, reduce costs, and improve customer satisfaction.

User-Friendly Interface: Several reviewers have praised ProcedureFlow's user-friendly interface, making it easy for new employees to assimilate information and hand off projects to others without much training.

Efficient Workflow Management: Many users found ProcedureFlow an excellent tool for defining procedural flows, simplifying task assignments by workstations, and organizing workflows, enabling staff members to access valuable information 24/7.

Reduced Training Time: A significant number of reviewers appreciated that ProcedureFlow reduced the time needed for training classes by creating a simplified roadmap, making it a perfect management tool that helps substantially reduce training time by up to more than 50%.

Complicated Navigation: Several users have expressed their dissatisfaction with the complicated navigation flow of ProcedureFlow. They find it challenging to work on the existing interface, especially newcomers who are not familiar with the software.

No Autosave Feature: Some users have highlighted that ProcedureFlow lacks an autosave feature, which can be risky in case of a computer crash or if someone forgets to save their work. This issue has been mentioned by several users and can lead to productivity loss.

High Pricing: Several users feel that ProcedureFlow is priced higher compared to its market competitors, making it difficult for them to justify investing in the product. There are requests for more price plans that offer better value for money.

Users commonly recommend the following three actions for utilizing ProcedureFlow effectively:

  1. Take the time to assign permissions correctly. Users advise taking the necessary time to assign permissions accurately within ProcedureFlow. This helps ensure that team members have the appropriate access levels and can perform their tasks efficiently and securely.

  2. Order tasks by priority. Reviewers suggest ordering tasks by priority within ProcedureFlow. By doing so, users can focus on completing high-priority tasks first, ensuring efficient workflow and timely completion of work.

  3. Make a draft on paper before structuring processes in the program. To avoid redoing work, users recommend creating a draft on paper before structuring processes in ProcedureFlow. This allows for a clear visualization and refinement of processes before implementing them in the program.

Overall, users highly recommend using ProcedureFlow as a solution for improving customer service and boosting productivity. They believe that with proper permissions, task prioritization, and careful planning, businesses can benefit from this reliable and flexible platform.

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