Team workflow, SOP and recurring process management platform
4.68/5 (456 reviews)
We're not your typical tech or online company using SaaS systems to run and manage their business - we are a veterinary company with remote users in multiple cities, and using SaaS software in our industry is rare. This is compounded by the fact most in our industry are not technically savvy or experienced - so computer systems have to be VERY simple and easy to learn and use. What we do have in common with many tech companies is that we are fast growing, and that is difficult to manage in such a traditional, staid industry. (We were listed as one of Canada's Fastest Growing Companies in 2016). We run our entire company on cloud based systems, and Process Street is far and away the favorite piece of technology we use. As a long time entrepreneur (and business coach) I always wished there was a simple way to document and manage process and procedures inside my companies, and could never find a tool to do it. Until Process Street. The product itself is brilliant, and is incredible for developing an online employee manual, corporate processes and procedures, and managing regular activities that take place inside any business - hiring, managing, operations, maintenance, etc. But where Process Street really stands out is the fantastic service and support that is both responsive and helpful. This team REALLY wants to hear how to improve their product. They've painstakenly taken the time to listen to my gripes and whining about shortcomings and not just promised solutions in the future - they've built and implemented them. Honestly, there is nothing negative I can say about Process Street, and it has literally transformed the way we do business. We've won awards for our customer service, our innovative approach to business, and sheer growth. And I truly credit a significant amount of our business success (and my personal sanity) to Process Street and what it does for our organization.
Pros
- Very intuitive and easy to learn for even the most tech illiterate users
- Magical interface that is constantly being refined and enhanced
- Responsive interface is BEAUTIFUL on a smart phone or iPad (no need for an app)
- Very clever features that rely heavily on APIs and other apps to extend it's benefit and value
- Highly responsive service and support that tries to bring solutions
- Regularly releasing GREAT new features and enhancements that add more value
- There truly is no other product on the market like this - if you're a small business owner, THIS IS YOUR SOLUTION for dealing with Processes, Procedures and Policies!
Cons
- It's unfortunate they don't build CRM, email marketing, help desk, VoiP phone system or team chat software .. because we'd buy them all if they were 1/2 as good as Process Street
- sorry to drop the ball on a balanced review - but really, these guys are awesome and I cannot think of anything bad to say. Except maybe their logo is very similar to Help Scout's logo (which we also use) so sometimes I get confused between their short cuts on by browser bar. That's the best I can come up with. (really, it's the same blue!)
Rating breakdown
Likelihood to recommend: 10/10
Good. We enjoy the product and the people
Pros
It has really allowed us to become a process driving company. Less ambiguity and better consistency of service.
Cons
The user interface could be better. How the information is displayed to the user should be more customization.
Rating breakdown
Likelihood to recommend: 8/10
Using Process St has been a game-changer for our business. We've helped several other firms implement it and they have all had similar results. I highly recommend Process St!
Pros
The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress.
The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed.
Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.
Cons
There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.
Rating breakdown
Likelihood to recommend: 9/10
Pros
Full range of possible fields.
Drag and drop system for creating checklists.
Integration with Zapier
Cons
Slow to make changes to functionality: If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix.
Conditionality is limited to tasks, not elements within tasks.
Conditionality does not include 'and/or' statements only 'if' statements. You view conditionality as a list of statements, which gets really hard to organise and find items if you have more than 15 statements.
When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all.
The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes.
Rating breakdown
Likelihood to recommend: 3/10
Creating a simple system to show other teams how to do things is wonderful. Process Street makes it dead simple to upload videos and you get them transcoded right away. The UI makes is awesome for us to use it and consume content quickly.
Pros
- Easy to use: Very simple interface. Easy to get started adding files and organizing content.
- Free (unlimited) video uploads: Not really sure the setup on this, but my free account seems to have video storage+usage for free, for an unlimited number.
- Great for courses: The interface is wonderful for creating a database of internal/public courses.
Cons
- Basic uploading options: Drag and drop is fine, but I would've loved to see something more advanced, like automatic upload scheduling.
- (Too) simple organization systems: I haven't seen any tagging options. It's mostly just folders and sub-folders.
- Weird errors: At times videos wouldn't transcode or some files wouldn't be recognized right away.
Rating breakdown
Likelihood to recommend: 10/10
Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.
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The Basic plan focuses on simple checklists to help you stay organized. It includes Unlimited Checklists, Unlimited Templates, Process Documentation, Reporting, 1000+ Integrations, Email & Chat Support, Self-Guided Onboarding
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The Standard plan can help you create simple workflows and begin your automation journey so you can streamline your business. It includes everything in BASIC, plus: Dynamic Due Dates, Enforced Order, Conditional Logic, Email & Chat Support, Training Consultation
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The Professional plan will allow you to create powerful workflows with approvals, logic and dependencies. It includes everything in STANDARD, plus: Role Assignments, Task Permissions, Approvals, Priority Support, Training & Strategy Consultation
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The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It is intended for businesses that need SSO and personalized training. It includes everything in PROFESSIONAL, plus: Personalized onboarding and training, Full workflow setup and integration assistance, Dedicated Success Manager. There are also available add-ons like: API access, Active Directory integration, SAML-based Single Sign-On
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