Process Management Software Features
Map and manage processes with tools for ownership, approvals, reviews, version control, reporting and AI.
KEY FEATURES
01 / design
Process mapping & design
Build process maps that are easy to understand, accurate enough to execute, and flexible enough to reflect real work.
Activities
Core process steps that show what needs to happen, who’s responsible, and the tasks, notes, or attachments involved.
Activity Tasks
Break each step into clear actions. Add tasks manually, generate them with AI, or let users contribute.
Alternate Paths
Loop back, restart, or reroute steps based on outcomes, adding flexibility without complicating the map.
Attachments
Add documents, images, or videos to any step. Synced updates ensure everyone sees the latest version.
Decisions
Define yes/no points that guide what happens next: new steps, a redirect, or the end of the process.
Gateways
Branch complex flows into one or more paths based on set conditions, keep execution clear and consistent.
Notes
Capture exceptions, risk, and special cases directly on your make without disrupting the process flow.
Process Links
Connect related processes without duplication, reveal dependencies, and keep updates aligned.
Value Streams
Connect processes across teams and uncover gaps, overlaps, and end-to-end improvement opportunities
02 / Control
Governance & control
Keep every process owned, reviewed, secure, and audit-ready without adding unnecessary administration.
Business continuity
Classify and prioritize critical processes and managed documents to assess risk and stay prepared.
Cloud-based process mapping
Secure, backed-up access through Microsoft Azure, global servers, and encrypted backups.
Historical records
Track every change and review or restore past versions for complete transparency and improvement.
Managed documents
Create, store, and update key documents in one organized, connected, accessible location.
Multiple companies
Manage separate team or regional workspaces in one account, each with its own users and settings.
Publish with approval
Require review and approval before publishing so content stays accurate, consistent, and accountable.
Process future state
Edit safely without affecting the live version, then publish when ready with no disruption or confusion.
Role-based system
Keep processes evergreen with role-based ownership and API-supported user and role updates.
Shared links
Share live processes or documents without a login, customize views, set expiry dates, or embed them.
Single sign-on
Let users sign in with existing company credentials for simpler access and stronger admin control.
Statuses
Color-coded lifecycle labels make drafts, approvals, updates, and published versions easy to track.
03 / Improve
Collaboration & insights
Give people the context, actions, and visibility they need to keep processes current and continuously improve.
Personal command centre
The dashboard
Your personal landing page for tasks, notifications, overdue items, and everything assigned to your role.
Feedback
Suggest changes or ask questions, then manage, assign, and act on feedback to keep processes accurate.
Reports
Permission-based, customizable, exportable insights into tasks, approvals, feedback, and user activity.
Request details
Request information for an activity from internal users or external parties to complete the process view.
Tasks & notifications
Actionable tasks drive approvals and acknowledgments, while notifications keep everyone aware.
Time & cost analysis
Understand process time, effort, and cost to identify savings, improve efficiency, and plan smarter.