ProcessPlan

ProcessPlan

von ProcessPlan

Wer verwendet ProcessPlan?

Managed-Services-Anbieter, Wirtschaftsprüfungsgesellschaften, Unternehmensberater und alle Unternehmen, die ihre internen Prozesse dokumentieren UND automatisieren müssen.

Was ist ProcessPlan?

Cloudbasierte Prozessplattform (Verfahren, Projekt, Workflow). Zu den Merkmalen gehören HR-, Vertriebs- und Finanzmanagementfunktionen.

ProcessPlan – Details

ProcessPlan

http://www.processplan.com

Gegründet 2012

ProcessPlan – Kostenübersicht

ProcessPlan bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von ProcessPlan ist ab 12,00 $/Monat verfügbar.

Startpreis

12,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

Support während der Geschäftszeiten

Online

ProcessPlan Funktionen

BPM-Tools
Alarmfunktion / Benachrichtigungen
Automatisierung von Geschäftsprozessen
Kollaboration
Management für Geschäftsrichtlinien
Prozess-Mapping
Prozessmodellierung & Design
Prozessänderung-Nachverfolgung
Visual Workflow Management
Zugriffskontrollen/Berechtigungen
Anpassbares Dashboard
Aufgabenmanagement
Automatisierung von Geschäftsprozessen
Compliance-Verfolgung
Dokumentenmanagement
Drittanbieter-Integration
Formularverwaltung
Grafischer Workflow Bearbeiter
Kalenderverwaltung
Mobiler Zugriff
No-Code
Workflow-Konfiguration
Zugriffskontrollen/Berechtigungen

ProcessPlan – Nutzerbewertungen

Zeigt 5 von 37 Nutzerbewertungen

Gesamt
4,5/5
Benutzerfreundlichkeit
4,2/5
Kundenservice
4,6/5
Funktionen
4,4/5
Preis-Leistungs-Verhältnis
4,3/5
Kia M.
Vice President
Landwirtschaft, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 22.3.2019

"No Company Should Be Without This Program!! "

Vorteile: Before ProcessPlan, it was a full-time job for myself, the VP of our organization, to keep track of critical items and processes within our company. We have numerous offices in different states, so communication on where things were in processes that involved multiple locations was cumbersome. We also work on government critical items, so missing a step in just one process could be damaging. Now that we have ProcessPlan, I can work with my teams to set up exactly how a process should be done. When that process is started, I then know it will be done efficiently and without steps being missed/forgotten. Not only does it send the tasks to appropriate team members, but so many items can be automated to save everyone time in multiple aspects. If someone has a question on the progress of a process, you can just go into it and see exactly where or why it is hung up. I love the flexibility and magnitude of features that are involved with the program. It truly is something that grows with us as our company grows and allows us to update processes easily and in real time. Honestly, ProcessPlan is a big reason we have been able to grow our companies, by freeing up time and ensuring quality in everything we do. I can’t imagine our company without it!

Nachteile: Nothing, it is so flexible that it meets all our needs. If we can't find something that works, the support is VERY helpful and responsive. They are always there to help us find a way to make it work!

Antwort des Softwareanbieters

von ProcessPlan an 1.4.2019

HI Kia,

Thank you for leaving such a detailed and thoughtful review. We appreciate you taking the time to share your experience using ProcessPlan and how it has impacted your business.

Sincerely,
ProcessPlan

  • Quelle des Nutzers 
  • Bewertet am 22.3.2019
Shane O.
owner
Umweltdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 24.1.2019

"Runs my company"

Kommentare: Process Plan introduced me to automation. It does a lot inside the software. What it lacked caused me to learn other things like Zapier. Now, my life is changed. I see things different.

Vorteile: It is flexible and robust. I looked for a solution to run my company for a few years before finding process plan. Typical "industry specific" softwares are often times limited as a whole as they try to be "all things to all people" inside that niche. I've have moved away philosophy and process plan is making that possible. Regardless of what you do, there is a place for it in your business. For me.. my tech stack is:
Process Plan, Zapier, Airtable, Quickbooks Online, Stripe, Click Funnels
If you use webhooks, Zapier or any type of API integrations, you will see Process Plan has tons of options built on platform allowing triggers and actions.

Nachteile: Hard to say... when I find a software that has deficiencies, I typically plug another software that does "that thing" the best. I use Airtable for this reason... it cuts up and gives me quick access to slices of my data in ways Process Plan cannot.

Antwort des Softwareanbieters

von ProcessPlan an 27.3.2019

Hi Shane,
We appreciate your thoughtful and detailed review. Thanks for taking the time to share how ProcessPlans has made an impact on your business.
-ProcessPlan

  • Quelle des Nutzers 
  • Bewertet am 24.1.2019
William T.
Portfolio Manager
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    2/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    2/5
  • Wahrscheinlichkeit der Weiterempfehlung
    2/10
  • Quelle des Nutzers 
  • Bewertet am 22.3.2019

"Not worth it for simple, linear tasks."

Kommentare: I needed to produce a 10-12 step process. Just getting the admin rights to create a new process was difficult. Then the instructions for how to manipulate the software was not thorough enough to be of much use. Once I started to understand how to string events together, it got easier, but it still took me a long time to figure out simple things like how to allow users to attach documents and pass them along. Overall it took much too long for me to set everything up the way I wanted. Then once it was finished, the primary value was just the email notification and job-task dashboard. The process itself could be completed by staff outside of process plan, which then created a discrepancy between what I was viewing in my progress window, and where the process was physically at elsewhere in the company. Add to that, that your website sends advertisements and other marketing material in a very similar format to the actual process plan task notifications, and many people would delete/ignore the notifications because they had developed "process plan fatigue" from all the other emails your company was sending them. At the end of the day, I could have accomplished basically the same functionality by just sending people in the process a calendar reminder to accomplish their part. Or just sent them an email at that time.

Vorteile: The process building interface. The automated notification function

Nachteile: Difficult to learn. Difficult to manipulate. Limited functionality.

Antwort des Softwareanbieters

von ProcessPlan an 1.4.2019

Hi William,

Thanks for sharing your thoughtful and specific feedback on ProcessPlan's functionality and available training materials. We're reviewing your feedback and will take that into account going forward.

Again, thank you for taking the time to leave a review and share your experience using the platform.

Warm regards,
ProcessPlan

  • Quelle des Nutzers 
  • Bewertet am 22.3.2019
Erica C.
General Accountant
Informationstechnologie & -dienste, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 29.3.2019

"Process Plan Reviewq"

Kommentare: Process Plan had helped our company stop a lot of things from falling through the cracks. We created a processes where when a tech orders a part from somewhere they can submit a process to let someone know to add it to the ticket so we are billing the customer for the product, before we would just buy it and hope the tech remembered. We also recently created a process plan for days off and that helps HR keep track of vacation days. Overall, great product and very helpful.

Vorteile: I love the ease of creating new processes, especially if you are creating one that is similar to another plan, you can just make a copy and edit it as needed. I also love the new feature the added "Process Table" where you can go back and see the previous processes and details about who submitted what.

Nachteile: The automated actions in the process building can get a bit confusing. Sometimes you realize a certain trigger doesn't work with all the fields selected so you have to play around with it and see what the system will allow. A lot of test processes but it works eventually.

Antwort des Softwareanbieters

von ProcessPlan an 2.4.2019

Hi Erica, 
We appreciate you sharing your feedback about how you use ProcessPlan! Thanks for taking the time to leave a review.
Warm regards, 
ProcessPlan

  • Quelle des Nutzers 
  • Bewertet am 29.3.2019
Donovan J.
CEO
Telekommunikation, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 25.3.2019

"Great Produsct and Service"

Kommentare: Excellent product and service. I have not found another platform that has the ability and flow that ProcessPlan has to offer, the people are great and the technology is cutting edge

Vorteile: It's functionality and ability to cater for automation on even the most complex of processes, new beneficial developments are continually added to the offering, I have contributed with a number of functionalities that were accepted and developed by the executive and his team

Nachteile: Because it has so much functionality, it can get quite technically demanding and I simply don't have the resource to dedicate to this at the meantime, so it has taken longer than I would have like to get all my processes onto the platform by now, but my executive and his team are always eager to assist in getting me skilled up

Antwort des Softwareanbieters

von ProcessPlan an 2.4.2019

Hi Donovan,

Thanks for taking the time to share your feedback! We're glad to hear you're enjoying using ProcessPlan.

We did want to share, if you ever need training assistance, our team is happy to help. Please feel free to schedule a training session at a time that's convenient for you using this link: https://app.hubspot.com/meetings/processplan/training.

Again, thanks for your review, we sincerely appreciate it.

Warm regards, 
ProcessPlan

  • Quelle des Nutzers 
  • Bewertet am 25.3.2019