ProcedureFlow Features

ProcedureFlow

Cloud-based knowledge management software

4.96/5 (25 reviews)

ProcedureFlow Feature Summary

  • Hyperlinked flowcharts
  • Flowchart drafts
  • Side-by-side comparison
  • Sub-flows
  • Assignment management
  • Audit trail
  • Automatic notifications
  • Content management
  • Change history
  • Learning management
  • Permission management
  • Process control
  • Search functionality
  • Self-learning
  • Training management
  • Knowledge base
  • Approval process control
  • User invites
  • Sharing best practices
  • Guided problem solving
  • User access controls
  • Social collaboration
  • Engagement analytics
  • Usage reporting

Collaboration Feature Comparison

Most popular features of all Collaboration apps

API (235 other apps)
Access Control (183 other apps)
Activity Dashboard (131 other apps)
Activity Tracking (122 other apps)
Automatic Notifications (155 other apps)
Calendar Management (107 other apps)
Chat (137 other apps)
Collaboration Tools (255 other apps)
Collaborative Workspace (173 other apps)
Commenting (165 other apps)
Customizable Branding (129 other apps)
Document Management (135 other apps)
Document Storage (166 other apps)
Drag & Drop Interface (143 other apps)
File Management (119 other apps)
Permission Management (166 other apps)
Projections (123 other apps)
SSL Security (119 other apps)
Search Functionality (215 other apps)
Third Party Integration (161 other apps)

Competitor Feature Comparison

ProcedureFlow Feature Reviews

22 reviewers had the following to say about ProcedureFlow's features:

Andrew Jefferies

A game changer for making procedures that are actually useful.

2017-03-14

We now have a dynamic and useful set of processes, that are collaboratively created and maintained by the people using them.

Pros

The collaboration aspect seems to get buy-in from the techs, since they are helping to build the processes.

Cons

The user management features aren't strong.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ProcedureFlow

Following their style guidelines makes your life easier in the long run. They have some good videos that give advice on creating good flow in your processes. It is worth watching them and getting your team to watch them.

Source: Capterra
Helpful?   Yes   No
Read more
Christopher Uglow

Overall positive. Used Procedure Flow to document processes and knowledge management for new hires.

2018-02-23

Centralized location for documents Hyperlinks to SharePoint files Add members and assign ownership/responsibilities One process that is continuously improved by SMEs

Pros

Provides a visual step-by-step workflow that takes complex procedures and turns them into easy to use management tools. Cost effective with a great collaboration feature that allows users to interact and continuously improve processes.

Cons

Tracking usage rate is currently vague only capturing last log-on and not intent of usage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard Hodges

Using ProcedureFlow for Customer Journey Mapping for Cloud Service Offers

2017-03-15

We looked at several other tools built for journey mapping as well as Visio, but the clarity and simplicity of ProcedureFlow won out. One feature we wanted was the ability to "clone" flows and that was delivered.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Carol Garland

Great reference for follow-up after training

2017-03-06

We can provide step-by-step procedures for everything from the basics of setting up their voice-mail to the more complex steps involved in setting up a search for documents in programs such as OpenText (Document Management System) or CaseLogistix.

Pros

The ease of use - it is very intuitive, both from a set-up point of view and a user point of view.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ProcedureFlow

A few hours of training with the support team will get you up and running in no time!!

Source: Capterra
Helpful?   Yes   No
Read more
Sergio Manzur

Excellent tool that enabled us to communicate our process to our remote employees and contractors

2017-08-03

Pros

We love the fact that the tool is mobile friendly and our service technicians and field service managers can access our process in real-time conveniently thru their laptops, tablets or smart phones. Easy access to our SOP in real-time is driving adherence to process as well as employee engagement.

Cons

Reporting on usage is somehow limited but I know the Procedureflow team is diligently working on closing this gap.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Miriam Westin

PF has helped us get everything out of our heads and into a standardized and easily edited platform

2018-02-23

Pros

I appreciate the varied levels of access to simplify the experience for those who do not need to contribute. The search feature is also extremely helpful.

Cons

I would also like to be able to search the content of decision diamonds.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from ProcedureFlow


Thanks so much for your review Miriam! I just wanted to give you a quick update to let you know that search now works for text within shapes as well. Enjoy!

Read more
Alex Gardiner

Simple but powerful software which is allowing us to streamline all of departments

2017-08-03

Previously we have found that knowledge sharing files, both hard copy and on the server have proved difficult to access and keep up to date.

Pros

Simple to use, collaborative - the end product is better than the most knowledgeable team member, everyone can stay up to date all of the time.

Cons

Currently cannot link to or embed PDF files, only images.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tony Thompson

Can't Function Without It

2017-03-15

We love the ease of use, functionality and collaborative aspects of this software.

Pros

Ability to collaborate on flows easily.

Cons

There are always cons just haven't run across them. Maybe there aren't any?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ProcedureFlow

Just try it. You will quickly see its value.

Source: Capterra
Helpful?   Yes   No
Read more
Suzie Graham

Manager - Technical Support

2017-03-17

ProcedureFlow helped bring consistency and efficiency in my team by providing us with a tool to document easy to follow process flows, links to internal documents/templates as well as internal/external URLs.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Sam Grey

Handles complex process flows easily

2017-03-15

Great support from the Procedure Flow team when we have feature requests and functionality questions.

Pros

Ease of use and captures complex process flows easily. Allows new users to quickly see how processes work or are supposed to work.

Cons

Not sure if it can export as PDF or VSD file type, but these formats can be used to share process snippets externally for customers that ask for details during audits, without sharing our entire proprietary flow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering ProcedureFlow

Once you use it, you'll see how powerful it is and how easy it is for others to follow and understand.

Source: Capterra
Helpful?   Yes   No
Read more
Tom Fougerousse

Simple & Powerful

2017-03-06

It's all visual drag and drop so there's really no learning curb.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Greg Oulton

Incredibly easy to learn, made process mapping simple

2017-03-23

The process flows also work well on mobile. The support from the ProcedureFlow team has been outstanding.

Pros

Easy to learn, great support support team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tessa Aschner

ProcedureFlow Standardizes Procedures, Improving Service Quality

2017-03-15

Since they know they have this tool readily available to them, people can feel confident the moment they hit the floor.

Pros

I like how easy it is to create flows.

Cons

There isn't an autosave feature. So, if your computer crashes, and you're working on a flow and haven't saved it, all your work is lost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ProcedureFlow

The people at ProcedureFlow are actually really great about listening to feedback and, when necessary, making adjustments to improve the user experience. They've been an awesome company with which to work.

Source: Capterra
Helpful?   Yes   No
Read more
Paul Saunders

A Tool for Continuous Improvement of Processes

2017-04-19

We particularly have benefited from the ability for our lawyers and staff members to propose changes to flows that impact their practice and be automatically notified when changes are made to the standard working procedures.

Pros

Offline backups and ease of use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ProcedureFlow

The possibilities for this software are endless. We are continuously discovering new use cases.

Source: Capterra
Helpful?   Yes   No
Read more
Patrick Wall

ProcedureFlow

2017-03-21

Very functional and easy to learn.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Varick LeBlanc

Procedure Flow really allows the creation of one source of truth

2017-03-22

Solid interface with lots of support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave Lavigne

Using Procedureflow to provide training and drive improvement in Corporate Services

2017-03-31

We have been using Procedureflow to document numerous processes within our Coporate Services group.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kenton Flaig, D.V.M.

Perfect for my business's needs!

2018-02-21

Gave us a good way to increase the consistency and quality of our service.

Pros

I needed a way to create detailed flow-charts for out veterinary hospital's SOPs. PF's software does that well. PF also gives me the ability to quickly and easily update any SOP AND gives any user the ability to suggest changes/improvements. Both of those are very valuable features that I didn't even know I wanted!

Cons

The main problem that I have with it is the inability to print off the information which forces employees to log in on a computer to access an SOP.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa Sanders

Procedure Flow captured our tribal knowledge

2017-03-21

ProcedureFlow is easy to use and makes onboarding so much easier.

Pros

easy to use, easy to update, easy to capture feedback

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Megan Webster

ProcedureFlow is a great tool for Process Mapping

2017-03-16

It's made easier for us to see where we can make improvements.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Cheryl Jones

ProcedureFlow is a MUST for a call center!

2018-02-21

Pros

This is one of the easiest products I've used in my call center career and we have seen IMMEDIATE improvements in the call center! It's easy to set up, maintain and use!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jesus Caldera

Simple yet robust

2017-03-15

The product itself is super user friendly and easy to follow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more