ProcessPlan

ProcessPlan

3.5 / 5 2 reviews

Who Uses This Software?

Managed Services Providers, Accounting Firms, Management Consultants, and any organization that needs to document AND automate their internal processes.


Average Ratings

2 Reviews
  • 3.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • ProcessPlan
  • www.processplan.com

About ProcessPlan

Cloud-based process (procedure, project, workflow) platform. Features include HR, sales, and financial management capabilities.


ProcessPlan Features

  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration

ProcessPlan Reviews Recently Reviewed!


A BPM software for growing companies

Jul 10, 2018
3/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Extremely
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Pros: After some configuration it did it job perfectly - helped to coordinate a large distributed team in multiple offices to work on recurring non-linear processes. The best example here being hiring and employee on-boarding.

Cons: The UX is definitely an area ProcessPlan team can improve. Also in the last 1.5 years there where updates that broke the currently used processes - from mixing up fields, to dropping the currently ongoing processes. Also I'm not sure if the introduced improvements always created a coherent UX and UI or where just thrown in. Tried to improve some of the process maps we had - but this turned out to be non-trivial, again the UX - but on the administrative side, might be a challange even for power users.

Helps you map out your repeatable processes and initiates activities easily for individual or teams

Mar 13, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The ability to design your own processes , activities, and desired outcomes and to be able to map it out using their visualization features. You can create and run multiple ones for different projects or different groups/departments which is nice, and concurrently.

Cons: Mapping the software is easier on a tablet than a PC, and since I primarily work on PC, it was less effective for my uses. Still, the power of initiating tasks was great when first developed, it just made upkeep or creating new ones a challenge w/ PC.

Overall: Was able to map out processes for project based activities easier than a checklist. It also triggers events, notifications, etc to individuals and project teams.