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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.
Description
Establish, standardize, and efficiently update your Standard Operating Procedures (SOPs) in a centralized location with our SOP Templates. Document and optimize your company's best practices while crafting innovative visual workflows and job aids. Create and implement Policies, Procedures, Work Instructions, Checklists, and Job Aids to ensure employees have access to essential best practices in their roles. This process also provides evidence of competency in performance as mandated by various regulatory organizations. All materials produced will be uniform, timely, and compliant with necessary regulations. Enhance your documentation with engaging graphics and easily regenerate content as needed. By utilizing these resources, you can achieve a 75% reduction in development time and a 90% decrease in update time. Furthermore, you can repurpose existing content into new derivative materials. The system allows for the automatic creation of work support documents in just minutes. Make use of authorized SOP and Work Instruction Templates, composing documents in MS Word and converting them to PDF and HTML formats, ensuring flexibility in your documentation needs and enhancing overall efficiency.
API Access
Has API
API Access
Has API
Integrations
Zapier
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$2950.00/one-time/user
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
ProcessKit
Founded
2018
Country
United States
Website
processkit.com
Vendor Details
Company Name
PCES
Founded
1985
Country
United States
Website
princetoncenter.com/software-solutions/sop-express/
Product Features
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Quality Management
Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management
Work Instructions
Branding & Style Sheets
Content Management System
Drag and Drop
Dynamic Tags
Employee Feedback
Guide Approval Workflows
Media Editor
Multi-Brand Publishing
Rich Text Editor
SSO (SAML)
Translations
User Management
Version Control