Manufacturers

A Turnkey Solution for
Manufacturers.

Free processes

Free AI automations

Processes are the backbone of every company. The better your processes, the better your company performs. Your ProcessPlan account comes set up with the processes a manufacturer runs every day, from reviewing a new order to shipping it with its certificate of conformance.

The setup is free for companies with ten or more users in their ProcessPlan account. Smaller companies qualify too when they are part of a larger network or peer group. Your company pays only for its own ProcessPlan account.

What Comes With Your Account

The Processes That Run a Manufacturer.

Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.

Orders and Sales

  • Quote entry
  • New order review and entry
  • Order risk assessment
  • Order kickoff
  • Sales order entry
  • Customer change orders
  • Customer inquiries

Engineering

  • Part number and revision control
  • Engineering changes
  • Machine and inspection programming
  • Routing changes for material and outside services

Production and Quality

  • Production scheduling
  • Workstation and process audits
  • First article inspection packages
  • Certificates of conformance
  • Non-conformance and disposition
  • Root cause investigation and corrective action
  • Remakes and return authorizations
  • Scrap reporting
  • Gauge calibration
  • Preventive maintenance
  • Continual improvement

Purchasing and Inventory

  • Purchase requisitions
  • Supplier approval
  • Supplier purchase order follow-up
  • Supplier invoice and delivery note processing
  • Stock transfers between sites
  • Critical stock monitoring
  • Lot and serial number tracking
  • Freight quote requests

Shipping and Finance

  • Shipping and invoicing
  • Vendor payments
  • Collections review
  • Account reconciliation
  • Payroll
  • Capital expenditure requests

People and Safety

  • New hire onboarding and training schedules
  • Training and document review records
  • Job descriptions
  • Terminations
  • Safety incident reports

Every process on this list comes with your account, free. If your office needs a process that is not on the list, our team builds it free.

See the manufacturing jobs we automate.

What Else Is Included

More Than a List of Processes.

AI Employees

AI Employees work on computer screens, in your ERP, quality and shipping systems, so there is nothing to integrate.

AI Strategist

Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.

Managed Automations

Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.

Ongoing Process Improvement

AI and our team keep improving every process, and each improvement reaches your company for you to approve.

Process Documentation

Every process comes with a diagram and its documentation, kept current as the process improves.

Your Processes Stay Yours

Every process is yours to change to fit the way your office works, and your records stay in your own account.

Get Your Turnkey Setup

Book a call. Tell us how your office works and which software you use. We will walk you through the processes your account comes with and any others our team will build free.