﻿Standard operating procedures or SOPs are step-by-step instructions to guide
employees through routine tasks effectively and productively.
These documents can range from HR guides on the employee onboarding process to sales docs covering
basic CRM tasks – and everything in between. To assist organizational leaders,
there are SOP software solutions that empower professionals with the tools to document, record,
and distribute SOPs into simple checklists and other forms of process documentation.
In this video, we explore the best SOP software solutions available in the market.
Let’s get started. 1. Process Street
Process Street is a modern business process management platform for teams that helps teams
share their core processes, then transform them into powerful no-code workflows.
You can start with employee onboarding to set up new hires for success, then build all
sorts of workflows like employee onboarding, client onboarding, and tenant screening.
With intuitive keyboard shortcuts and a simple interface, you can create
structured documents in seconds. The platform lets you quickly create
and assign workflows to your team, as well as capture, organize and share
your established team knowledge. Then, you can track activity from the dashboard and
get notified when tasks are done. You can also use conditional logic to
create truly dynamic workflows with if/then logic that adapts to your team's changing needs.
Finally, Process Street lets you automatically schedule and assign workflows, and update your
other apps when actions happen. So if you want to join companies like
Salesforce, Drift, and over 3,000 other businesses, check out the link below this
video. Process Street offers our audience a free trial where no credit card is required.
2. Monday.com With monday.com’s powerful Work OS,
team members from around the globe can work together in a digital space without ever
setting foot in the same office. The operating system adapts to your
team’s evolving needs and lets you connect with colleagues and employees to promote transparency
and efficiency. monday.com’s Work OS eliminates the need for repetitive manual tasks by letting
you automate your workflows when using the SOP template and over 200 templates
including Customizable Workflow Template and Employee Training Plan Template.
monday.com’s Customizable Workflow Template provides a central tool
for visualizing and coordinating various project aspects and ensuring everyone on the
team has access to changes in real-time. This Workflow Template is highly customizable,
so you can adapt it to your business and match the workflow features to your team’s needs.
And monday.com’s Employee Training Plan Template helps you manage the process of training new
hires. This template speeds up the onboarding process and your training plan development.
In addition to onboarding and outlining company policies, this template covers
topics such as safety protocols, executive training, and diversity training.
There’s some overlap between employee training plans and SOPs, so combining these templates can
effectively manage new hires. 3. SmartSuite
SmartSuite is a work management software that provides you with an array of business
operations templates to standardize where work gets done, remove friction and stop switching
between systems to complete tasks. With SmartSuite, you can organize and
manage records and resources, track incidents, keep tabs on your vendors,
and make sure that important company metrics are tracked, measured, and reported.
The platform lets you avoid the typical system gap between where strategy is defined and documented,
and where it's delivered. Instantly link goals to operational initiatives. Track
status, manage workstreams and remove roadblocks on the path to delivery.
You can take care of your external relationships, from vendors to suppliers to contractors. Manage
nuances in processes, risks, and data. Plus, with SmartSuite, you can digitize
paper-based files or start fresh with dedicated solutions for asset management, contracts,
company operating & financial documents, insurance policies,
licenses & certifications, and more. From delivering strategic initiatives to ensuring
the integrity of your data, everything you need for smooth operations is combined in one place.
4. Scribe Scribe is a
tool that instantly creates step-by-step guides from any process you do on the computer.
Simply click "record" in the browser extension or desktop app,
then Scribe turns your clicks and keystrokes into written instructions and screenshots.
Steps can easily be edited, and screenshots modified to give your coworkers or customers
a beautiful guide in seconds. You can share via a URL or embed
it in your help center, wiki, project management tool, or other software.
Anyone who needs to share a process with someone else can save time and create consistent
guides with Scribe. And if a process changes,
you can quickly update so the guide changes for anyone with the link.
You can use Scribe to quickly create process documentation, work instructions, step-by-step
guides, SOPs, and much more. 5. Trainual
Trainual is an SOP software that makes it easier than ever to build training
manuals for new or existing employees, customers, contractors, interns, and volunteers alike.
The platform enables business owners, managers, and human resources professionals to organize
operational knowledge, document standard operating procedures, create repeatable,
scalable processes, and assign training workflows with built-in accountability.
With Trainual’s automated onboarding module, managers can assign content by role,
department and location and ensure that employees receive only the most
relevant information when they need it. The testing functionality allows managers to
monitor the progress of their team training and have the confidence of knowing everyone
understands exactly what they need to. Additionally, Trainual will automatically notify
employees about any changes to previously completed training materials and ensures
that they review the updated content. Users can easily search SOPs and training
materials for keywords within Trainual from the desktop app, the Chrome browser extension,
or on the go and in-the-field with the Trainual mobile app.
So these are the best SOP software tools available in the market.
We hope this list will help you choose the right software for your business.
If you are undecided about which tool to choose, in the video descriptions you’ll
find free trials and the latest discounts to all of these platforms, so I highly recommend
checking them out and doing your own research to see which platform suits your needs best.
Thanks for watching, and see you in the next video.