About ProcessPlan

ProcessPlan is a cloud-based solution designed to help users automate the entire business process lifecycle using task monitoring, single sign-on, scheduling and account branding tools. Key features include access control, process modeling/designing, automated task responses, collaboration and file attachments. 

Teams using ProcessPlan can configure predefined templates to share business processes with other players in the industry. It enables users to color-code fields for specifying the status of particular tasks, streamlining workflows throughout the organization. Additionally, its action dashboard provides visibility into pending/outstanding assignments and detailed lists of tasks assigned to team members, improving collaboration across teams.&n...


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Supported Operating System(s):

Web browser (OS agnostic)

37 Reviews of ProcessPlan

Average User Ratings

Overall

4.46 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(22)

22

4 stars

(10)

10

3 stars

(5)

5

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 37 results

March 2019

Kia from NDGI

Company Size: 51-200 employees

Industry: Farming

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

No Company Should Be Without This Program!!

Pros

Before ProcessPlan, it was a full-time job for myself, the VP of our organization, to keep track of critical items and processes within our company. We have numerous offices in different states, so communication on where things were in processes that involved multiple locations was cumbersome. We also work on government critical items, so missing a step in just one process could be damaging. Now that we have ProcessPlan, I can work with my teams to set up exactly how a process should be done. When that process is started, I then know it will be done efficiently and without steps being missed/forgotten. Not only does it send the tasks to appropriate team members, but so many items can be automated to save everyone time in multiple aspects. If someone has a question on the progress of a process, you can just go into it and see exactly where or why it is hung up. I love the flexibility and magnitude of features that are involved with the program. It truly is something that grows with us as our company grows and allows us to update processes easily and in real time. Honestly, ProcessPlan is a big reason we have been able to grow our companies, by freeing up time and ensuring quality in everything we do. I cant imagine our company without it!

Cons

Nothing, it is so flexible that it meets all our needs. If we can't find something that works, the support is VERY helpful and responsive. They are always there to help us find a way to make it work!

Response from ProcessPlan

Replied April 2019

HI Kia, Thank you for leaving such a detailed and thoughtful review. We appreciate you taking the time to share your experience using ProcessPlan and how it has impacted your business. Sincerely, ProcessPlan

March 2019

Erica from GCS Technologies

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2019

Process Plan Reviewq

Process Plan had helped our company stop a lot of things from falling through the cracks. We created a processes where when a tech orders a part from somewhere they can submit a process to let someone know to add it to the ticket so we are billing the customer for the product, before we would just buy it and hope the tech remembered. We also recently created a process plan for days off and that helps HR keep track of vacation days. Overall, great product and very helpful.

Pros

I love the ease of creating new processes, especially if you are creating one that is similar to another plan, you can just make a copy and edit it as needed. I also love the new feature the added "Process Table" where you can go back and see the previous processes and details about who submitted what.

Cons

The automated actions in the process building can get a bit confusing. Sometimes you realize a certain trigger doesn't work with all the fields selected so you have to play around with it and see what the system will allow. A lot of test processes but it works eventually.

Response from ProcessPlan

Replied April 2019

Hi Erica, We appreciate you sharing your feedback about how you use ProcessPlan! Thanks for taking the time to leave a review. Warm regards, ProcessPlan

March 2019

Tonna from TrueIT

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

March 2019

Process Plan

I really like process plan. I have recently moved to a higher position and am using it more as an administrator now instead of just a user. It has really helped our organization become more organized and help us be able to assign certain things and tasks to people so there is no question or the I didn't know it was for me problem.

Pros

1. Ease of Use 2. Functionality 3. The ability to make it what you need

Cons

1. You really need one person to be the "process plan" person to know the ins and outs of it

Response from ProcessPlan

Replied April 2019

Hi Tonna, We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review. Sincerely, ProcessPlan

March 2019

William from Fairway America

Company Size: 11-50 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

3.0

Functionality

3.0

March 2019

Not worth it for simple, linear tasks.

I needed to produce a 10-12 step process. Just getting the admin rights to create a new process was difficult. Then the instructions for how to manipulate the software was not thorough enough to be of much use. Once I started to understand how to string events together, it got easier, but it still took me a long time to figure out simple things like how to allow users to attach documents and pass them along. Overall it took much too long for me to set everything up the way I wanted. Then once it was finished, the primary value was just the email notification and job-task dashboard. The process itself could be completed by staff outside of process plan, which then created a discrepancy between what I was viewing in my progress window, and where the process was physically at elsewhere in the company. Add to that, that your website sends advertisements and other marketing material in a very similar format to the actual process plan task notifications, and many people would delete/ignore the notifications because they had developed "process plan fatigue" from all the other emails your company was sending them. At the end of the day, I could have accomplished basically the same functionality by just sending people in the process a calendar reminder to accomplish their part. Or just sent them an email at that time.

Pros

The process building interface. The automated notification function

Cons

Difficult to learn. Difficult to manipulate. Limited functionality.

Response from ProcessPlan

Replied April 2019

Hi William, Thanks for sharing your thoughtful and specific feedback on ProcessPlan's functionality and available training materials. We're reviewing your feedback and will take that into account going forward. Again, thank you for taking the time to leave a review and share your experience using the platform. Warm regards, ProcessPlan

April 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

April 2019

Empowering employees to own their process

Pros

The ease of creating and modifying processes allows everyone in the organization to actively participate in workflow design as opposed to delegating the task of assigning responsibility to one person in inside the company. It creates a collaborative work environment during the design stage of process development.

Cons

The initial set up requires very detailed thought. If you get the set up wrong, it cascades through the project. However, this is true of all process development work - 90% of the work is done upfront, then the rest is easy.

Response from ProcessPlan

Replied April 2019

Hello, We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review. Sincerely, ProcessPlan