If you do not have a shared library, every business in your group pays to figure out what the business next door already knows. With a shared library, our team builds your best processes once, complete with all their AI automations, and every business benefits. A rising tide lifts all boats. Each business can run the shared processes within its own ProcessPlan account and adapt each process to local needs. When a process is improved or amended to meet new compliance requirements, every office's copy automatically picks up the change. And if you choose, you can charge for access.
Offices across several national networks already run their administration on ProcessPlan.
Our team builds your library with you and keeps it current. If you would rather run the library yourself, one person on your side is enough. Every process arrives vetted, with the AI automations already built and tested, so no business in your group has to build them from scratch. A business that joins your group opens with its back-office processes ready to run.
Turn the operations manual into processes every location runs, from the opening checklist to a warranty claim. When you change a standard, every location runs the new standard the next day.
Publish the processes every member needs, such as a licensing renewal or a compliance filing. When the rules change, update the process once and every member is current.
When one member finds a better way to do a job, the group publishes the improved process once for every member to import. Each later improvement reaches all members automatically.
Running a library costs your group nothing. Each business pays only for its own ProcessPlan account. See pricing. Charge your members for access to your library if you choose, or include access in existing member fees.
Record your best processes, or start from processes you already run. Our team builds each one into your library, complete with steps, instructions, forms and AI automations. Nothing reaches an office until you approve it.
With one click, the process lands in the office's own ProcessPlan account. A short setup list asks only for what the office knows: who does each step, and which logins the AI automations use. The office can then add steps, fields and automations around the library's.
When a process improves, every office's copy picks up the new revision within a day. An office's own changes stay in place. Nobody imports anything again, and nobody has to remember to update.
Everything the library publishes stays the library's. Everything an office adds belongs to the office. Your standard holds everywhere, and no office has to run a process that doesn't fit local practice.
A library's AI automations are never copied. Every office's process runs the library's own automation, so when the automation gets better, every office gets the improvement on the next run. There is no update to install and no version to chase.
The automations run in each office's own account, with the office's systems and logins. Nothing about one office's work reaches another office.
Each office's copy reports back to your library every day. You see which revision each office runs and whether the last update landed. You also see how many records each office started in the last 90 days, and how many of those records reached each library step. When an office routes work around a library step, the count for that step reads none.
Only counts are shared, and only for library steps. Your library never sees an office's records, the values in those records, the steps the office added, or who did the work.
Every publish is a numbered revision with a note on what changed. Offices get your latest approved revision, never your working copy.
Keep a new process offline while you work on it. Then open the process to a few named offices, and later to all offices.
If a revision would send records to a new web address, email address or phone number, a second person on your team approves the revision before any office receives the change.
ProcessPlan refuses to publish a password or key typed into an automation. Each office enters a separate set of logins, so no password ever travels with your library.