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ProcedureFlow
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ProcedureFlow Reviews & Product Details

ProcedureFlow Overview

What is ProcedureFlow?

ProcedureFlow is a reimagined knowledge base. It makes the most complicated information easy and intuitive to create, maintain and use, even in highly regulated and complicated industries. By providing every employee with the exact information they need to handle any scenario, employees can be confident in their abilities from day one on the job. ProcedureFlow allows organizations to leverage the knowledge and expertise of their top performers, and put it into the hands of every employee, improving quality and consistency. This allows organizations to transform traditional classroom training to “learning by doing”, creating a more motivating and engaging environment for employees.

ProcedureFlow Details
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Product Description

ProcedureFlow is a cloud-based knowledge management software that helps employees become experts faster. It is a visual map that easily guides employees through complex information.

How do you position yourself against your competitors?

ProcedureFlow is a unique knowledge management solution that allows users to document and visualize their processes in a way that’s simple and intuitive for anyone to follow. Unlike traditional knowledge bases that act as a document repository, ProcedureFlow turns information into living breathing documents that can easily adapt as your business changes. This ensures that your information is always accurate, and easy to find.

In addition ProcedureFlow has:

Reporting capabilities to see how users are interacting with your information

Collaboration features that enable everyone to contribute to process creation

Different levels of permissions on who can view and edit your processes


Seller

ProcedureFlow

Description

ProcedureFlow is a company specialized in creating and managing visual workflows, helping organizations to easily understand and follow their internal processes. Their innovative solution transforms complicated procedures into simple, user-friendly flowcharts that are interactive and easy to navigate. This enhances the efficiency by reducing training time, improving accuracy, and ensuring consistent application of business rules. ProcedureFlow's services are particularly beneficial for companies looking to streamline operations, boost productivity, and decrease operational costs. Their visual tools are designed to be intuitive, making them accessible for users at all levels within an organization, from new employees to seasoned managers.

Overview Provided by:

Recent ProcedureFlow Reviews

PR
Paul R.Mid-Market (51-1000 emp.)
5.0 out of 5
"ProcedureFlow To The Rescue"
ProcedureFlow provided us with an easy path to create easy-to-follow flows for our most complicated processes. ProcedureFlow allows us to focus mor...
RD
Renee D.Mid-Market (51-1000 emp.)
5.0 out of 5
"PF Review - FCC Customer Service Centre"
- Ability to map out processes quickly, easily and clearly - Ability to add icons and images for additional support - Ability to link existing fl...
CJ
Cheryl J.Mid-Market (51-1000 emp.)
5.0 out of 5
"Procedure Flow is a must for any company!"
I think of Procedure Flow as a GPS for ANY company! You can document processes quickly and concisely, and anyone can make updates. I haven't found...

ProcedureFlow Media

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42 ProcedureFlow Reviews

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42 ProcedureFlow Reviews
4.7 out of 5
42 ProcedureFlow Reviews
4.7 out of 5
G2 reviews are authentic and verified.
CJ
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about ProcedureFlow?

I think of Procedure Flow as a GPS for ANY company! You can document processes quickly and concisely, and anyone can make updates. I haven't found a product that comes close to Procedure Flow. I changed companies and successfully added Procedure Flow with my new company, and I haven't regretted it. Each company will see different results. At the fist company I was with, we reduced training from 8 weeks to 4 weeks. At my new company, we weren't able to reduce our training time as it was already at 2 weeks, but we decreased talk time and improved customer satisfaction rates tremendously. It's a cost-effective way to provide your employees with documented process steps. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

I haven't found anything yet, to be honest! Reporting at an agent level is improving all the time. The good thing about Procedure Flow is they take actions on feedback received! Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

Procedure Flow has fixed quite a few holes in our processes. Many processes with gray areas can be quickly addressed using Procedure Flow. Procedure Flow can be used from start to finish (training and as a guide for agents, employees, backoffice, payment group, etc). At my first company we reduced training times from 8 weeks to 4 weeks. At my current company (yes I brought Procedure Flow with me!), we have improved customer satisfaction results and reduced average handle time. Review collected by and hosted on G2.com.

CL
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about ProcedureFlow?

Procedure Flow has been very beneficial to us. It allows team members to quickly locate and walk through the desired process. Prior to Procedure Flow, we used an article-based knowledge base, this took time to sift through what they needed to do to accomplish any given task. Procedure Flow helps provide a better visual on how to step through a process in a more efficient manner. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

It is more of a technical piece. We work on a number of flows at the same time, testing processes, working with stakeholders, etc. When a flow is complete and ready to go live, you have to make all flows you are working on live at the same time. You do not have the ability to select the flows you want to make live. Having the ability to choose, would be a great enhancement! Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

Procedure Flow is helping retention and confidence with our new hire training. Our processes can be rather complex and having this tool to guide them and allow them to focus on our customers as they are learning has been beneficial. Review collected by and hosted on G2.com.

RD
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about ProcedureFlow?

- Ability to map out processes quickly, easily and clearly

- Ability to add icons and images for additional support

- Ability to link existing flows and processes Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

- Must approve any draft changes as one significant change (vs approving one-page change at a time if working on multiple changes)

- Must manually merge all changes into pending change requests (vs the pending change request updating automatically to sync with current changes

- No "date last updated" apparent on the primary page (must view history - Is there possibility of having a date next to this as there is space?)

- No recently accessed flows (think google search history)

- Needing to upload images (unable to quickly copy/paste) Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

Ensure processes are complete without gaps, support for training and onboarding (gets them working through processes independently form an early stage), serves as a quality review knowledge database and links policies that are integral to the processes. NOTE - Attempted to upload a screenshot in the next section, however keeps giving me an error. Review collected by and hosted on G2.com.

PR
Learning & Development Technologist
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: Seller invite
Incentivized Review
Rating Updated ()
What do you like best about ProcedureFlow?

ProcedureFlow provided us with an easy path to create easy-to-follow flows for our most complicated processes. ProcedureFlow allows us to focus more on application and soft skills training as opposed to procedural training. This has reduced our training time and most importantly our customer experience agents have the most up-to-date information at their fingertips.

As a SAS application, ProcedureFlow was easily integrated into our highly regulated environment. Last but not least sales and technical support have been fantastic.

ProcedureFlow will positively affect your contact center's new hire and sustaining training initiatives. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

I have absolutely zero dislikes. The product is evolving with enhancements being released on a quarterly based such as the GUI and reporting structure. Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

Our processes are very complicated with many branches. PF provides easy-to-follow flows that reduce mistakes, escalations, and call handle times. Review collected by and hosted on G2.com.

IJ
Accountant
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about ProcedureFlow?

ProcedureFlow software must be capable of adapting to the needs of employees in the ever-changing workplace. It helps us to organize our work in a great manner. ProcedureFlow software enables staff members to have 24/7 access to valuable information that can also act as a guide when certain situations arise. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

The software has performed perfectly thus far. ProcedureFlow is an easy, complete software for keeping track of the things that matter most. Review collected by and hosted on G2.com.

Recommendations to others considering ProcedureFlow:

I highly recommend you to use ProcedureFlow. Because if users know what to do, they will start work immediately without any problems. I suggest you go for it because it's very reliable. Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

To keep things moving along smoothly, we sometimes have to think creatively about processes and where they might break down. It was hard to keep on top of all tasks at once. Using ProcedureFlow, we were able to put a plan into action. Review collected by and hosted on G2.com.

Shwetank D.
SD
Lead Software Engineer - AVP
Enterprise(> 1000 emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about ProcedureFlow?

The best feature is the Social collaboration wherein we can engage a whole team in offering their suggestions at the same time making the process better through inline feedback. This saves a lot of meeting time that could be used to enhance the process further. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

The pricing is a bit on the higher side as compared to the newly popped market competitors. There should be a reconsideration in terms of creating price plans that offer better value for money. Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

Too many independent processes are now put under some predefined flows which have not only helped in smoother execution but its way easier to enhance or redact the process as per the business and technological changes that the organization goes through year on year. Review collected by and hosted on G2.com.

Udit C.
UC
MicroStrategy Developer
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
Rating Updated ()
DN
Data Specialist
Mid-Market(51-1000 emp.)
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Review source: Seller invite
Incentivized Review
What do you like best about ProcedureFlow?

The best thing about ProcedureFlow is the ease of creating procedure flows, as its name says precisely. It may seem obvious, but this feature helps make the organization seamless between the different parties involved in a project. Thus, all parties share information productively, and development time is reduced.

Also, ProcedureFlow is an intuitive software. With just a few steps, we can map out the detailed procedures to be followed from that moment on.

Real-time updating of the dashboards enhances consistency among all agents working simultaneously. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

Sometimes, I wish I could download and print the information collected with ProcedureFlow. I would also like to download videos of conferences that have been held, although it's not a feature I use. It would be more convenient to access workflows without always having to access them from the computer. Review collected by and hosted on G2.com.

Recommendations to others considering ProcedureFlow:

I strongly recommend collecting as many processes as possible in ProcedureFlow. Although it might be repetitive in some cases, it decreases the execution time. It is also helpful to know at all times the progress made. Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

We use ProcedureFlow to know the status of the projects we are doing. The software helps us simplify the problems and provides solutions in easy-to-follow diagrams.

The training team also uses ProcedureFlow as the primary tool to guide new members. It simplifies the procedure and decreases the number of staff dedicated to it. Review collected by and hosted on G2.com.

TO
Tech Consultant
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about ProcedureFlow?

ProcedureFlow is excellent for defining workflows. It simplifies task assignments by workstations, so everyone constantly knows what they have to do.

The interface is very user-friendly. We see all the information in an easy-to-read format, and the visual aids just simplify everything. In addition, the information is centralized and distributed in real-tie to everyone involved. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

There is really nothing I dislike about ProcedureFlow. The only awkward thing about the program is the administration of permissions and controls according to user type. An, maybe, the autosave feature should be a requirement because we work with several people simultaneosuly. Review collected by and hosted on G2.com.

Recommendations to others considering ProcedureFlow:

ProcedureFlow is a very flexible platform. Although its primary use is to assign tasks and track the work done, its approach has other uses.

Also, it is good to take enough time to assign permissions correctly. All tasks will be done faster if you order them according to their priority. Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

I use it mainly to standardize some processes. This way, the workflow is the same, and there is no stagnation at any time. ProcedureFlow helps me monitor the quality of the processes thanks to the standardization. It is also the tool I use to explain processes to supervisors.

On the other hand, I use ProcedureFlow to train new team members. It is a relatively simple process as all the steps are standardized and recorded. In addition, the training, the training period has been dramatically reduced since we implemented the platform as part of the training. Review collected by and hosted on G2.com.

KS
Manager Assistant
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about ProcedureFlow?

This software is an excellent tool for defining procedural flows, as his name says. In addition, it helps to simplify the task of separating by jobs, using visual resources. Finally, it is handy for training processes because it offers the new employee the bulk of the information they need in a friendly and easy to assimilate format. Review collected by and hosted on G2.com.

What do you dislike about ProcedureFlow?

I would suggest that the development team check the security management, such as permissions and administrative permissions. For example, I want to configure stricter controls for the roles. Review collected by and hosted on G2.com.

Recommendations to others considering ProcedureFlow:

I think this software is a natural solution that allows making easy the training processes in the company. The training understood as a protocol will be better defined now that we use ProcedureFlow. Review collected by and hosted on G2.com.

What problems is ProcedureFlow solving and how is that benefiting you?

Since ProcedureFlow helps a lot with the training processes, the training time has also become shorter. If a conventional flowchart has always been practical, keep in mind that the ones in this software are also interactive. For example, we can add links within the flowcharts. Those links are beneficial in conveying information to new members of the organization. Review collected by and hosted on G2.com.