About ProcedureFlow


ProcedureFlow is a cloud-based knowledge management solution. The solution converts organizations’ processes and information into an accessible management tool to be used by employees. Key features includes data flowcharts, title search, drafts, approval system, notifications, audit trail, reporting and more.

ProcedureFlow helps managers create hyperlinked flowcharts to represent expert knowledge.  Information is presented in the form of visual and logical form. Users can use various shapes, text, images to create sub-flows. Team managers can assign ownership to the process by using user invites and permissions.

ProcedureFlow allows team members to suggest changes in the visual charts. Employees can share suggestions in the form of drafts. The solution provides team engagement and keeps employees updated using change notifications.

Support is provided via e-mail, online help desk, training documentation, live chat and over the phone.



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Supported Operating System(s):

Web browser (OS agnostic), Windows 10

25 Reviews of ProcedureFlow

Average User Ratings

Overall

4.96 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(24)

4 stars

(1)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

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Showing 1-20 of 25 reviews

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March 2017

Andrew from Bulletproof

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2017

A game changer for making procedures that are actually useful.

After struggling for years with procedural documentation that was less than useful, we found ProcedureFlow. It has truly been a game changer in our Managed Services business. We now have a dynamic and useful set of processes, that are collaboratively created and maintained by the people using them. Our staff can create or update procedures themselves and the built-in approval workflow allows us to keep the changes, recommend improvements or occasionally reject them. Our annual SOC2 audits have become much more straight forward since we can simply export a copy of our processes, give them to the auditors and they have a single source of process information to check us against. Since the processes are easy to access, our SMEs are better at consistently following them as well. While it isn't an ITIL focused product, it is flexible enough that I easily created an ITIL structure in the tool and all of our sub-processes fall under those ITIL entry points. Since we still use Sharepoint for our document management and references, we simply deep link from process elements to the pertinent documents in Sharepoint. That gives us the best of both worlds. We rarely need to call their support, but when we do they are very quick to respond and give a very personalized service. Great company with great service!

Pros

The software is highly flexible and great for collaborative process building. The collaboration aspect seems to get buy-in from the techs, since they are helping to build the processes.

Cons

The user management features aren't strong. They could use integration with AD and group management to make administration easier.

March 2017

Tessa from JM Bullion

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

ProcedureFlow Standardizes Procedures, Improving Service Quality

We began using ProcedureFlow about a year ago. Every department at our company utilizes it. I'm the Customer Support Trainer, so as far as my department is concerned, ProcedureFlow allows agents to see the most current, proper procedures, resulting in consistent service. I know a lot of people don't absorb everything discussed in training, but that's OK because, now, we have ProcedureFlow! Since they know they have this tool readily available to them, people can feel confident the moment they hit the floor. We encourage all agents to use it. Also, it's really easy to build flows. ProcedureFlow has proven to be an excellent resource for our company. We love it.

Pros

I like how easy it is to create flows. I like how it boosts confidence in new hires, how it ensures all agents are on the same page and providing customers with consistent information, and how it allows us to quickly and efficiently update information so we can be assured it'll be effectively communicated with everyone who needs to know.

Cons

There isn't an autosave feature. So, if your computer crashes, and you're working on a flow and haven't saved it, all your work is lost.

March 2017

Carol from Cox & Palmer (NB)

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2017

Great reference for follow-up after training

Our staff and lawyers have been very receptive to ProcedureFlow, as there is very little training required to get them familiar with how it works. We can provide step-by-step procedures for everything from the basics of setting up their voice-mail to the more complex steps involved in setting up a search for documents in programs such as OpenText (Document Management System) or CaseLogistix. Our new arrivals have found it particularly helpful for reference purposes following their orientation sessions. The support team provide excellent support during start-up, although the product itself is so straight-forward, there is very little time needed to get up and running.

Pros

The ease of use - it is very intuitive, both from a set-up point of view and a user point of view.

February 2018

Miriam from Newcomer Connections, YMCA of Greater Saint John

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2018

PF has helped us get everything out of our heads and into a standardized and easily edited platform

Pros

Procedure Flow consolidates all procedural documents and resource locations into one central platform. It has been an incredible help to our team as we have grown exponentially in the last few years. Processes are becoming more standardized and orientation more clear for new staff. I appreciate the varied levels of access to simplify the experience for those who do not need to contribute. The search feature is also extremely helpful. What I appreciate most, though, is the accessibility of PF staff to assist with any issues we face. Amy Webber trained some of our team to use the software and was very thorough and patient.

Cons

The user-friendliness of the product could be improved somewhat for contributors; the editing mode is a bit confusing to access initially. I would also like to be able to search the content of decision diamonds.

Response from ProcedureFlow of ProcedureFlow

Replied February 2019

Thanks so much for your review Miriam! I just wanted to give you a quick update to let you know that search now works for text within shapes as well. Enjoy!

April 2017

Paul from Stewart McKelvey

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

A Tool for Continuous Improvement of Processes

ProcedureFlow has become an indispensable tool for process improvement initiatives at our law firm. We have used it to standardize many of our internal and client-facing legal processes. We particularly have benefited from the ability for our lawyers and staff members to propose changes to flows that impact their practice and be automatically notified when changes are made to the standard working procedures.

Pros

Offline backups and ease of use

March 2017

Jesus from United Way Association of South Carolina

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2017

Simple yet robust

Pros: The hands on training and assistance in the development stage. From the Process Mappers to the Project Managers, they assisted us as much as possible. From analyzing our current procedures to finding the best solutions to the most complex procedures. After the product is ready for roll out, they assisted with the implementation process by training the trainers to use the product to it's full potential. Again they were genuinely concerned with any shortcomings and did everything possible to assist in correcting them. The product itself is super user friendly and easy to follow. It's not bogged down with an abundance of features which makes using ProcedureFlow and showing employees how to use it extremely simple. From a back-end perspective making any changes, and even allowing some expert employees to "suggest" changes within ProcedureFlow itself makes the product ever so relevant. Updating procedures and alerting the staff in real time keeps the operation moving smoothly and eliminating the need for on-going training. Final Thoughts: If able to implement to your business needs then ProcedureFlow is a time-saver. Unfortunately in a business unit that isn't as streamlined and requires a lot of multi-tasking in multiple systems, ProcedureFlow is only able to be useful for training purposes for us. Keeping up with another system, while maneuvering through 4 other systems on every call, was too daunting of a task.

March 2017

Varick from Medavie Blue Cross

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

Procedure Flow really allows the creation of one source of truth

Great experience. Solid interface with lots of support. Great staff that really put the time into making out transition a success. A great way to take complex situations and make them digestible for operational users. I found it particularly useful for new hires. We support multiple lines of business in a complex, constantly changing environment. Having the ability to encode the process for thousands of different situations, in a modular, approachable way has been a game changer for our training and onboarding.

August 2017

Alex from Gardiner Pole Systems Ltd

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2017

Simple but powerful software which is allowing us to streamline all of departments

This software has very easily allowed us to simplify, streamline and modernize the procedures in every department of our company. It also is proving a great tool in training new team members. Previously we have found that knowledge sharing files, both hard copy and on the server have proved difficult to access and keep up to date. Now the very latest information about products and procedures is instantly at all staff's fingertips. We have also found in the process of creating our Procedure Flows that we have been able to re-examine most of our current procedures and actually improve them. To get the best from PF we are installing 2nd monitors for each PC so that staff can work with Procedure Flow up and visible all of the time.

Pros

Simple to use, collaborative - the end product is better than the most knowledgeable team member, everyone can stay up to date all of the time.

Cons

Currently cannot link to or embed PDF files, only images. The ability to have an offline backup stored locally would be good, but not essential.

February 2018

Kenton from Portville Veterinary Clinic

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2018

Perfect for my business's needs!

Gave us a good way to increase the consistency and quality of our service.

Pros

I needed a way to create detailed flow-charts for out veterinary hospital's SOPs. PF's software does that well. PF also gives me the ability to quickly and easily update any SOP AND gives any user the ability to suggest changes/improvements. Both of those are very valuable features that I didn't even know I wanted!

Cons

The main problem that I have with it is the inability to print off the information which forces employees to log in on a computer to access an SOP. Out business is one where only a few of our employees work at a desk with a computer. That forces the rest to walk away from their tass, go to a computer and log in when they need to look up information. Having a hard-copy printout would make their jobs easier. And save the business money!

March 2017

Tom from JM Bullion

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

Simple & Powerful

I've been using ProcedureFlow for several months now and it's changing the way we run our operations. First of all it's a great practice to build these out for every part of your business because it forces you to think things through logically and step by step. We don't only use it for our contact center but everything from accounting to human resources. My main concern when I started using it was the adherence component, which has not been flawless, but getting that right is up to management and has little to do with the software. I had several departments initially tell me this software would be of no use to them, but after sitting down with them and working through some flows they were convinced otherwise. This is dramatically better than the old 200 page manual that no one reads. From the tech perspective this application is excellent. It's very intuitive, fast, and robust. I haven't experienced any bugs or downtime since I've been using it. It's all visual drag and drop so there's really no learning curb. The team is super responsive and attentive so on the few occasions where I had questions they were answered within minutes. Overall this was a great find for our company and we're very happy with it.

March 2017

Sam from Genesys

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2017

Handles complex process flows easily

I was recently tasked with mapping our complex business processes from Pre-Sales through Steady State to ensure all of our customer touch points were robust and would lead to a great customer experience for all newly acquired customers. Once we established a regular cadence to our process, it was easy to orient new team members to the existing process flow, show them what we knew and where process gaps existed, solicit there input and then capture their contribution in real time. This approach, when replicated repeatedly, allowed us to quickly build out a working process flow, complete with swim lanes, clear accountability and process gaps. From this point, we are going to circle back and close the gaps. Really like this tool. Great support from the Procedure Flow team when we have feature requests and functionality questions. I highly recommend it.

Pros

Ease of use and captures complex process flows easily. Allows new users to quickly see how processes work or are supposed to work.

Cons

Not sure if it can export as PDF or VSD file type, but these formats can be used to share process snippets externally for customers that ask for details during audits, without sharing our entire proprietary flow.

August 2017

Sergio from Whirlpool Corporation

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support