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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ProcessPlan oversees all aspects of your operations, including workflows, tasks, and decision-making, to guarantee seamless daily performance for your business. Additionally, our Machine Learning technology evaluates your processes and autonomously enhances their effectiveness. This intelligent system is designed to boost sales, elevate quality, maximize profits, minimize expenses, heighten customer satisfaction, accelerate response times, reduce rework, and much more. Remarkably, it can manage a significant portion of administrative tasks for you, slashing your management workload by approximately 60%. Our platform will guide you in identifying the various process steps, the individuals involved, and the relevant data collected throughout the process. All this information is systematically organized and presented for your convenience. Previously, documenting processes was a laborious and time-consuming endeavor, but that is no longer the case. Once the system identifies the necessary steps and participants, it can generate your process diagrams and create printable documentation with just a single click, streamlining your workflow like never before. This transformation not only saves time but also enhances overall efficiency in your organization.

Description

Affordable Document Management A digital office will eliminate paper and automate processes. SearchExpress document management software allows you to share scanned documents and also eForms, Word, and Excel files. Employees can access documents via their smartphone, tablet, or PC. Machine Learning SearchExpress can replace manual data entry with Artificial Intelligence. SearchExpress can automatically extract invoice data using the pre-trained Microsoft Machine Learning AI, with no training needed. Manage Documents SearchExpress offers search and document workflows to automate business processes. This allows people to have the information they need at the right time. The SearchExpress Voice Digital Assistant, Cyber Express (TM), provides speech queries of your business’s data. Cyber Express is a smart speaker and smartphone digital assistant that lets you verbally ask questions and get verbal responses of your business’s information, from your smart speaker or smartphone. Available in cloud and on-premises versions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
ClearoutPhone Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LiveChat Yes 
Mailchimp Yes 
Microsoft Dynamics GP No 
PSA No 
QuickBooks Desktop Pro No 
Slack Yes 
Stackreaction Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Yes 

Integrations

Microsoft 365 Yes 
ClearoutPhone No 
HubSpot CRM No 
HubSpot Customer Platform No 
LiveChat No 
Mailchimp No 
Microsoft Dynamics GP Yes 
PSA Yes 
QuickBooks Desktop Pro Yes 
Slack No 
Stackreaction No 
Wufoo No 
Zapier No 
Zendesk No 

Pricing Details

$12 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$39/user/month Cloud.
Cloud and on-premises versions available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ProcessPlan

Country

United States

Website

www.processplan.com

Vendor Details

Company Name

SearchExpress

Founded

1984

Country

United States

Website

www.searchexpress.com

Product Features

Workflow Management

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

Product Features

Digital Workplace

Activity / News Feed No 
Calendar Management No 
Chat / Messaging No 
Content Management No 
Document Management Yes 
Employee Directory No 
File Sharing No 
Knowledge Management Yes 
Surveys & Feedback No 
Task Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly No 
Document Capture Yes 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Remote Work

Collaboration No 
Credential Management No 
Electronic Signature Yes 
Employee Monitoring No 
Live Chat No 
Meeting Management No 
Project Management No 
Remote Access No 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management No 
Time Zone Tracking No 
Video Chat No 
Web Conferencing No 

Workflow Management

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

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