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What is ProcessPlan?

ProcessPlan manages every facet of your business operations, encompassing workflows, tasks, and decision-making processes to ensure smooth daily functioning. Furthermore, our state-of-the-art Machine Learning technology analyzes your workflows and independently optimizes their efficiency. This advanced system aims to increase sales, improve quality, enhance profitability, lower costs, boost customer satisfaction, speed up response times, decrease rework, and much more. Impressively, it handles a considerable amount of administrative responsibilities, reducing your management workload by around 60%. Our platform assists you in pinpointing various steps in your processes, identifying the individuals involved, and gathering pertinent data throughout each stage. All this information is neatly organized and made readily accessible for your ease. In the past, documenting these processes was a tedious and time-consuming task, but that challenge has been eliminated. Once the system recognizes the essential steps and participants, it can produce your process diagrams and generate printable documentation with a single click, streamlining your workflow in an unprecedented way. This shift not only conserves valuable time but also significantly boosts the overall efficiency of your organization, paving the way for greater productivity in the long run.

What is Opus●Guide?

Opus*Guide serves as an effective tool for streamlining your business operations. It enables you to manage various processes, standard operating procedures (SOPs), and employee onboarding efficiently. With its Chrome extension, generating documents becomes a quick and seamless task. Simply follow your usual workflows by interacting with the extension's buttons, and your process instructions will be captured automatically. Once you have your process instructions, you can finalize them and assign roles for easy accessibility across the organization. This tool not only simplifies business organization but also allows you to capture your screen effortlessly, turning screenshots into visually appealing instructions. Within moments, you'll be able to produce detailed, step-by-step guides. By clicking buttons to take screenshots, Opus*Guide empowers you to create comprehensive instructions in mere seconds. To initiate the automatic screenshot capture, just click "start" in the extension. Additionally, you can highlight the pointer throughout your workflow to enhance clarity. After generating your instructions, you have the option to edit them for precision and effectiveness, ensuring that your team has the best resources at their fingertips.

Media

Media

Integrations Supported

ClearoutPhone
Google Chrome
HubSpot CRM
HubSpot Customer Platform
LiveChat
Mailchimp
Microsoft 365
Slack
Stackreaction
Wufoo
Zapier
Zendesk

Integrations Supported

ClearoutPhone
Google Chrome
HubSpot CRM
HubSpot Customer Platform
LiveChat
Mailchimp
Microsoft 365
Slack
Stackreaction
Wufoo
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$12 per user per month
Free Trial Offered?
Free Version

Pricing Information

$6/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProcessPlan

Company Location

United States

Company Website

www.processplan.com

Company Facts

Organization Name

Opus●Guide

Company Location

United States

Company Website

opus.guide/

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

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