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Description
Digital Blueprint serves as a comprehensive repository for the processes and Standard Operating Procedures that unify your workforce, partners, clients, and suppliers. In the absence of this clarity, information tends to be scattered across various documents, platforms, and personnel, leading to challenges in change management, delaying the incorporation of new processes and systems, and amplifying the likelihood of errors. This disorganization ultimately detracts from the experience for both users and the customers they aim to support. By meticulously documenting both manual tasks and system functions in a visually intuitive manner, businesses can enhance efficiency and minimize errors. Furthermore, the Ops Analyzer tool empowers businesses to assess the potential impacts of modifications in one operational component on others, fostering a more cohesive business environment. This interconnected approach not only streamlines processes but also enhances overall organizational agility.
Description
Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.
API Access
Has API
API Access
Has API
Integrations
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
GIEOM
Founded
2012
Country
India
Website
www.gieom.com/digital-blueprint/
Vendor Details
Company Name
ProcessKit
Founded
2018
Country
United States
Website
processkit.com
Product Features
Policy Management
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management