ProcessPlan has allowed ideas that were trapped in our heads and on a whiteboard to come alive. For example, my current project was to create organization by setting SOP in a company that had none written down. This was an insurmountable task to them. But once we got the ball rolling with ProcessPlan, the pieces came together. We are now able to work as a team with SOP and KPIs.

I am a visual learner. Whiteboards are great, but there is no way to integrate systems into a whiteboard. I can move and shift ideas with the click of a button. Testing is simple, and I'm able to efficiently run A/B testing without compromising the functionality of the process that is operating correctly.

This current organization had no written documentation. I took their current business model and showed them how they currently operate. With this visual representation, they could easily see how improvements could be made.

Robert Fraser
Chief Operations Officer
KIT

ProcessPlan has created a solid foundation of organization and accountability. We can now easily see where are the bottlenecks and quickly move to take countermeasures.

ProcessPlan came into our life about a year ago, when we were looking for a workflow solution to create processes and standards where they either didn’t exist, or weren’t robust. Our IT Department searched for well over a month and compared different platforms, capabilities, ease of use, and cost. After multiple demonstrations of various software solutions, ProcessPlan came back as the clear winner.

We have been using ProcessPlan for about ten months, and couldn’t be happier. We have created and launched dozens of processes since, and it seems like our efficiency and productivity gains multiply daily. Our email traffic and countless meetings have dwindled every day. We now have the time to focus on the important few as opposed to the trivial many.

We couldn’t be happier with our decision. Thanks to Ryan and the team at ProcessPlan, our days are much more efficient!

We love it's ease of use, power and customer service. It also allows us to be much more proactive than reactive.

Dave Ludlow
Quality Manager
Rhinestahl AMG

ProcessPlan solves the problem of keeping track of long lists of detailed tasks. It takes the reliability of checklists to the next level by providing real-time status and accountability.

Anne Schoolcraft
Chief Guru
A Couple of Gurus

Any business owner or manager knows the importance of having processes in place. They are essential to delivering consistent, quality outcomes that ensure the company is able to perform at desired levels. Throughout the years we’ve tried numerous ways to encode our processes in a way that was easy for them to be followed AND updated. Process Plan not only delivered that solution in the most complete way we’ve come across but they also added automation to the list which allows you to create and use your processes in ways that weren’t previously possible.

Process Plan is a hidden gem for any organization looking to standardize, become more efficient, automate and deliver consistent results and improvements that will impact every aspect of the company.

Josh Davis
Owner
Bellingham IT, Inc.

By implementing ProcessPlan we now have a much more streamlined way to capture the needed information in real time from our clients which we can then use throughout our internal processes which typically touch at least three internal resources. It has cut down the average time to close any given entities books by more than 10 days on average."

Lance Pederson
CEO
Marko Technologies Inc.

ProcessPlan made us really sit down and discuss the way business gets done through our organization. This helped to provide a better understanding to all of the individuals involved on how information is gathered and how decisions flow throughout our department. I think we are much more aware of our need to simplify how work flows throughout our department.

Automation of tasks, we had several calendar events that are set up to remind us to send out an email and get some piece of information from someone. ProcessPlan now does that automatically, then filters the information down to whoever the end user is without me having to think about it.

The biggest problem it has solved for us, is the ability to control the information we want to gather with public forms and within our own department. We were able to set a standard on how work flows and the information required to move processes and projects forward quickly and with accountability.

Matt Elliot
Director of Operations
RealPage, Inc.

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.

Andrew Laurenson
Sunshine State Compensation Lawyers

I like the fact that we can create a process for various responsibilities and then have the ability to easily update our processes as we find better ways to accomplish the jobs that need to be done. For instance, ProcessPlan has helped me learn the company’s bill pay process and keeps everyone on task to get the bills paid efficiently and on time. We are still learning ways to use ProcessPlan to get the most effective use of the software.

Kim Olachea
Administrative Manager
JC Jackson Homes

I am just not sure how we survived for 12 years without ProcessPlan! We work with multiple vendors and each have their own processes within ProcessPlan that my employees can easily and with accuracy complete. These programs have helped to train new hires with ease. For me, my favorite part is the “at a glance” report page—I know what each of my employees are doing and what step they are on with each order.

Heather Wilkinson
Director of Gifting Operations-Head Elf
Ruhlin Group

We streamlined some processes and were able to involve non techie/non management people in describing their processes thanks to the designer so easy to use as it actually is.

That the language through which we program processes is simple & visual, in contrast with BPML which is mostly for experts. We can thus delegate non techies/non BPML expert in designing simple processes. This is very agile-is and we like It this way.

We used to have pen and paper for quite a lot of things, for HR, finance, and some DevOps activities: with PP no more. And we are able to spread the responsibility to design and propose new processes to basically everyone in the org chart. Then, we co-design and refine an actual process only when precisely needed.

Riccardo Cattaneo
Owner
Bottega52 S.R.L.

We had a lot of problems missing small, but critical tasks. ProcessPlan has helped us develop cross-departmental processes that save our organization.

Jacob Alt
Technical Guru
A Couple of Gurus

Our setups have become more time efficient and our accuracy out the door has improved.

David Brennhofer
Service Coordinator
TechGen Consulting, Inc.

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.

Joy Rollason
Company Secretary
AMC Consultants

ProcessPlan had truly improved the way we do business. With processes that include multiple teams it is easier to ensure everyone gets the information required for them to do their job as soon as they receive their task. No more back and forth emails that take up valuable time.

Nichole Franklin
Executive Assistant
TrueIT

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.

Kia Adams-Mikesh
Vice President
North Dakota Grain Inspection

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.

Sylwia Hamerska
Executive Assistant
STX Next

The ease of use means that even those without a business process or analyst background can pretty much build anything you want. I recommend that anybody who’s looking to automate or delegate through your business, definitely check out ProcessPlan and give it a go.

James Angus
Owner
finweb

The adaptability of it is amazing! Doesn’t matter what part of the organization you are dealing with, you are able to change and adapt ProcessPlan to what you need.

Maryke Mintchev
Production & Operations Manager
More Core Management

ProcessPlan is the most logically organized workflow product I have encountered in over 30 years of application development. It can do pretty much anything you might want to do without sacrificing usability and maintainability. And where there are gaps in native functionality, you can integrate to other applications with extraordinary ease. The integration with Zapier is especially robust. We use extensive automation in our workflows to improve our end users' productivity, which allows us to skip steps where decisions are obvious and codable. We drive ProcessPlan from external applications by invoking the well-organized REST API on which the UI relies exclusively. The documentation is great and it is up to date, but if you have any questions my experience with online support has been uniformly excellent.

Like many information-economy businesses, online bookkeeping is labor-intensive, process-oriented and has endless opportunities for automation and process improvement. As a critical piece in our application stack, we intend to use ProcessPlan to drive productivity increases for the foreseeable future.

Martin Sarabura, PhD
Chief Technical Officer
Pristine Ledgers

ProcessPlan improved my organization by putting the processes in a format that’s easy to understand and distribute. The work flow on each process enhances accountability and traceability in that everyone knows what they need to do, when they need to do it and where they are on the process work flow.

The best thing about process plan is that it’s a real time reminder of all the process steps and tracker of where the business is with each individual execution of the process.

Process plan solved a problem I had where my workforce didn’t follow process because they didn’t understand, but with Processplan its all in one place and easy to access.

Bryce Selkirk
Owner
BSel Contracts Ltd.

ProcessPlan is simply an amazing tool. A product that will save so much time and money and perhaps even more importantly embarrassing mistakes because steps just don't get missed in your workflow! Ryan and his team are just amazing to work with and you will only regret that you didn't call them sooner!

Lee Ann Crockett
CEO
Bellwether