Real-Time Visual Business Process Tracking
Visually monitor every business process on one screen from anywhere in the world as people (and A.I. Employees) complete their assigned tasks. Your business will run like clockwork. Your company will never miss a step and never make a mistake. And, you will always know exactly what’s happening at all times.
ProcessPlan manages every process, task, person and A.I. employee!
Automated and Intelligent
Task Assignments
Visually diagram every task in every process or workflow. (This is a one time setup.) Then, ProcessPlan will automatically assign and distribute those tasks to the appropriate people at the appropriate times whenever the process is execute. Visually monitor your entire business on one screen while people complete their tasks and your processes navigate through the organization.
ProcessPlan manages everything so you don’t have to.
A.I. Robot Employees
Our Robot Employees can participate in business processes just like humans. They can also perform entire business processes independently and without human assistance.
A.I. Robot Employees Can Perform Almost Every Computer
Based Administrative Job in Your Company.
Your company can assign work to your A.I. Robot Employees the same way you assign work to humans. The Robot Employees will complete the work just like a human would. Just one Robot Employee can do more work than ten people combined. This significantly reduces costs, mistakes, time, effort and worry. It also allows your people to spend their time on more enjoyable creative tasks.
A.I. Robot Employees can perform complex work and…
Automate Nearly Every Administrative Job.
No Code / No Symbols
With ProcessPlan, you can build and automate any process in the world with just two simple boxes (tasks and responses). That’s it. There is no coding and no fancy symbols to learn. You can build and execute a process in 5 minutes.
Simple and powerful are not opposites!
No Login Required
People can complete their assigned tasks via email, chat programs or other 3rd party platforms. Your people may never need to login to ProcessPlan at all.
Document Signatures
ProcessPlan can automatically create documents (contracts, agreements, sales orders, invoices, etc.) and then automatically send those documents to people to collect information and signatures. Then, when the documents are signed and submitted, ProcessPlan will automatically generate and a PDF version of the signed document and automatically attached the PDF to the process flow that created it. That way everyone participating in the process has access to the signed document. You can also automatically send a signed copy of the document to all parties.
Automated Actions
Automatically update other software systems. Automatically send emails to customers or vendors at the appropriate times. Automatically make decisions without asking humans. Automatically make complex calculations. Automatically analyze documents.
There are thousands of “Automated Action” combinations. Plus, you can execute multiple automated actions at once!
Automate more of your company that you ever thought possible.
Knowledge Management
ProcessPlan comes with a built-in Knowledge Base wherein you can securely manage all your corporate knowledge alongside your processes and workflows. The Knowledge Base can store any type of structured document including company policies, job descriptions, software configurations, client profiles, technical documentation, standard operating procedures, meeting minutes, company announcements, weekly bulletins, etc. Knowledge Base articles can also automatically start processes and workflows.
That’s powerful stuff!
Machine Learning (AI)
Gain a competitive advantage over your competition. Our Machine Learning (AI) analyzes your process results every day and automatically finds ways to improve them. The Machine Learning will find ways to increase sales, improve quality, maximize profits, reduce costs, increase customer satisfaction, improve response times, reduce rework and much more. In fact, the system will handle almost all management tasks for you and reduce your management time by around 50%.
And, best of all… it’s completely automated.
Automated AI File Analysis
All process files are automatically OCR’d and converted into text and become full-text searchable. PDF, Word Documents, Excel Spreadsheets, and most image formats all become searchable.
Our Automated Actions can then read and interpret the file attachments and automatically take action based on their content.
Automatically route documents to the appropriate people with no human intervention
Automatically key data into accounting systems with no human intervention
Reduce Management Time By 50%
Process Improvement
When possible, ProcessPlan will automatically implement the Machine Learning (A.I.) recommendations to improve your process results and optimize your company for better outcomes with no human intervention.
Gain a competitive advantage with zero effort!
Summary Dashboards
See your entire company at a glance. Identify bottlenecks, discover trends, and stay on top of everything.
Automated Management
Reduce management time by 50% and make “reports” obsolete. Our Machine Learning (A.I.) system will automatically discover problems and automatically make recommendations that will improve your company’s results. Managers no longer need to hunt for information. They can sit back and let our Machine Learning engine tell them what’s worth knowing every day. No effort required.
Tracking and Oversight
Make every process visible. Management can monitor every process on one screen. Track progress, spot problems, and find any process in seconds. You’ll know who’s responsible for each process and how much is left to be done.
Standard Operating Procedure Documentation
Turn any process / workflow diagram into a step-by-step standard operating procedure (SOP) document with one click.
Messaging
What’s interesting about our internal messaging functionality is that each process / workflow automatically becomes its own messaging thread. Therefore, all of your conversations regarding a specific process automatically stay bundled within the process they pertain to. So, years from now, if you need to look back to see why a certain decision was made, the entire conversation thread will be easily accessible.
Processes can even send messages automatically!
Process Discovery
Once you get the initial process rough draft diagramed, you can release it into the wild and let the process participants themselves help you discover and build the remainder of the process. It’s less work and it’s more accurate than trying to build the process entirely on your own. Crowdsource the process design from the people who actually do the work every day.
Free Training
Heat Maps
Our innovative Heat Map functionality allows you to monitor and manage 100s of processes and workflows at once on a single screen. Quickly identify processes that are falling behind schedule and use our internal messaging features to quickly ask questions and move things along.
Improve Focus and Productivity
Each person only sees the tasks that are assigned to them and that are currently actionable. ProcessPlan also automatically prioritizes the task lists for each person so people are always working on what’s most important to the organization at each moment.
Professional Services
As an optional add-on service, you can turn on Monthly Process Improvement reviews and our Process Pros will help you analyze your Machine Learning (A.I.) insights and help you improve your processes every month. The suggestions could be better structure, design, automations, calculations or little known features you should be utilizing. This service will ensure your business takes full advantage of the ProcessPlan system and steadily improves every month with better quality, reduced costs and time savings.
Custom Database
You can build your own database to store and track any information you want. Build your own custom CRM system or an entire business operating system complete with order management and inventory tracking. It’s all here.
Free Training
Customer Facing Reports
ProcessPlan has countless ways to automate your customer interactions including automating timely email updates to publicly accessible forms that allow customers update processes themselves to public real-time milestone reports to customer facing progress diagrams. Your customers can know as much as you want them to.
The Process & Workflow Library
We have a library containing tons of pre-built process template that you can import and modify to suit your needs. Our goal is to build every process you could possibly need to run a profitable company.
Even More Features…
Decision tree diagrams
Automated decision making
Process visibility controls
Automated load balancing
Automated standard operating procedure documents (SOPs)
Public progress diagrams
Automated emails
Process tables
Process access control
Task tagging
Scheduled processes
Automated messaging
Process loopbacks routing
Start processes via email
Automatically deploy process updates to actively running processes
Sophisticated task timing
Bulk operations
Automated Machine Learning (A.I.) insights
Public facing forms
Subprocesses
External process participants
Graphical reporting
Prebuilt process and workflow template library
Public customer facing milestone reports
Dark mode
Saved reusable text blocks
Automated mail-merge documents
Work schedule management
Customizable screens
Exportable processes
Importable processes
Field formulas and calculations
Optional ongoing process improvement suggestions
Document management features
Process table lookup fields
Automated anything a human can do on a computer
Multiple dependency task assignments
Granular individual process instance security
Real-time tracking and oversite
Aggregate heap map process reporting
Start processes with a public facing form
Robotic process automation
Calculated task start and due dates
Custom reports
External database queries
Custom user fields
Detailed audit logs
External software integrations
Automated process statistics
Subprocess field data passthrough
Ad hoc individual task assignments
Automated task routing
Sophisticated task assignment logic
Role based task assignments
Automate email updates
Start processes with a webhook
Innovative internal messaging
Mobile apps
Dynamic field hide formulas
Saved favorites / shortcuts
Internal database design
Group level security management
CSV imports
Personal task management
File attachments
Process quick builder
Full API support
Markdown support
Process filtering / searching