Prior to implementing ProcessPlan, we ran into many walls with other software solutions that forced us to fit our methods into their workflows, often not being able to easily connect outputs to our other software. ProcessPlan has solved these issues by allowing us to quickly and easily implement our workflows with no disruptions to our existing software environment.

The greatest value I’ve found in ProcessPlan is that it covers three needs within one app: we can design, implement and document our processes all at once. We’ve used it to optimize employee onboarding, standardize client onboarding, and even to make sure we never miss a work anniversary. In a company of over 300, tracking dependencies and making them explicit helps us detect blockers we otherwise would have missed.

Perhaps the best thing about ProcessPlan is the ease in making changes to processes in the design and testing stage, and then the flexibility of being able to individualise individual instances. Another excellent feature is the absolute transparency of the workflows – it is so easy to identify roadblocks. We find that our processes now finish much more quickly because of this transparency.