ProcessPlan

ProcessPlan is a business process management tool that combines artificial intelligence with visual process tracking to potentially streamline workflow and improve efficiency. According to the vendor, ProcessPlan is designed for small to large-sized companies and is utilized by professionals in various industries, including business analysts, operations managers, human resources professionals, administrative staff, and those in the financial services sector.

Key Features

Visual Process Tracking: According to the vendor, ProcessPlan allows users to monitor business processes from a single screen, potentially enabling real-time tracking of tasks and reducing the likelihood of errors.

No Code / No Symbols: The vendor claims that ProcessPlan simplifies process automation by utilizing a simple decision tree diagram, eliminating the need for coding or complex symbols.

A.I. Robot Employees: ProcessPlan claims to offer artificial intelligence-powered robots that can handle complex tasks, make autonomous decisions, and potentially require no training effort from users.

No Login Required: According to the vendor, ProcessPlan enables users to complete tasks via email, chat programs, or other third-party platforms without the need to log in to the system.

Automate Task Assignments: ProcessPlan claims to allow users to diagram and automate task assignments, ensuring tasks are automatically assigned to the appropriate individuals and potentially prioritized as needed.

Document Signatures: According to the vendor, ProcessPlan enables users to automatically generate and send documents for information and signature collection, including PDF versions of signed documents for process flow attachment.

Automated Actions: ProcessPlan claims to offer automated actions, such as updating other software systems, sending automated emails, making decisions, analyzing documents, and performing calculations automatically.

Knowledge Management: According to the vendor, ProcessPlan includes a built-in Knowledge Base for secure management of corporate knowledge, allowing users to store and organize structured documents, policies, and job descriptions, and potentially start processes and workflows based on Knowledge Base articles.

Machine Learning (AI): ProcessPlan claims to continuously evaluate processes and data to identify potential problems, spot correlations, trends, and patterns, and proactively offer recommendations for improving company outcomes.

Automated AI File Analysis: According to the vendor, ProcessPlan utilizes OCR technology to convert process files into searchable text, automatically read and interpret file attachments, and potentially route documents and key data into other systems.