How Process Bliss works

  • Centralise process as Templates

  • Create repeatable or ad-hoc Task checklists

  • Track progress and continually improve

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Create best practice workflow or process as Templates

Centralise how things should happen so everyone knows what to do.

  • Assign clear owners for every step
  • Dependent due dates to drive notifications
  • Decision branching and loops for every scenario
  • Add or request files, pictures and data capture

Track repeatable or ad-hoc activity as Task checklists

Eliminate spreadsheets, notes & email. Manage accountable activity, with everyone clear on progress and what needs to happen next.

  • Track team checklist progress from a single view
  • Be notified what to do and when, and what is overdue
  • @mention to communicate as work progresses

Built-in process improvement to always get better

onboarding report
  • See template usage to understand what is of most value
  • Review template performance to what needs improving
  • Operate as a team and collaborate on how to make work easier
  • When something can’t be done, record why so it can be fixed
  • Log & resolve template feedback to solve issues swiftly 
  • Record past activity and communication so you can always find it
process analytics

Get started even quicker with our pre-built Template library

Sometimes the first step is the hardest, so we’ve built a library of pre-built templates to help you get started.

  • Pre-built process for HR, marketing, customer success, finance & more
  • Add templates to your Organisation and tailor to your requirements
  • Looking for something that isn’t there? We’ll help you build it
onboarding report

MAKE BEST PRACTICE REPEATABLE
Create & share easy to follow processes that detail everything staff need to know

REDUCE COSTS WITH CONSISTENCY Drive consistency across functions and customers to ensure nothing is missed

ENSURE EVERYTHING GETS DONE Execute as team checklists with dynamic due dates and clear step owners

SAVE TIME WITH INTEGRATION Integrate with over 2,000 applications including your email & CRM

GAIN CLEAR PROGRESS VISIBILITY
View in one dashboard all Task progress, what is overdue and what is on track

IMPROVE WITH ANALYTICS
Track process success, where they are working and where needs improvement

Time to make work easier.

Centralise process

  • Powerful workflow builder

  • Process quality Analytics

  • Pre-built Template Library

Execute workflow

  • Execute team checklists

  • Gain operational visibility

  • Integrate & automate

Track progress

  • Continuously improve

  • Issue tracking & resolutions

  • Audit trail of all activity

Frequently Asked Questions

We're looking at this across the business, how will it help?

Creating consistency in how your business operates drives efficiency, reduces cost and allows you to scale. Customers receive a better service, increase spend and recommend you to their network.

Systemising does not mean documenting process in a file share. This doesn't work. They become out of date, people forget things, or they stick with the old way. You can spend a lot of time and money, with no real value gained.

To systemise process needs to be embedded, by integrating process and workflow. What is meant to happen, happens, and any improvements are put in place quickly.

Process Bliss provides a simple to use platform that allows you to centralise process, execute workflow and track progress - making you more agile, more efficient, and ready to scale - to wherever you want to go.

What kind of process or workflow tasks can Process Bliss help manage?

In Process Bliss you can create, centralise and execute all of your business process, no matter how big or small. Every business function has repeatable activities including HR, finance, operations and customer success,  that are important to their success.

Areas where Process Bliss offers immediate value are where key business process is currently being tracked by spreadsheet, or email - or not at all. This might be customer onboarding, tracking service issues or hiring new employees.

Process Bliss also assists with compliance, such as ISO or FSA, in order to show that processes exist, are maintained, and are followed - with a full audit trail.

What makes Process Bliss different?

Our difference is central to our ethos - that people are smarter than process. Rather than have process create conflict, people should be engaged in working together to improve the workflow that makes a business successful.

For process to become successfully embedded, the ability for 'doers' of process to own or easily feed back and improve the very activities that they perform daily themselves.

  • It requires a system that is simple for everyone to collaborate in
  • Provides clear flowchart visuals so process workflow can be understood
  • Allows easy feedback on process improvement
  • Show you when something can't be done, including the reason why - so it can be fixed.

Process Bliss includes these feedback loops for a reason. We want your teams to be engaged and motivated to help improve how your business operates, because an engaged and motivated team that knows exactly what to do will always succeed.

When you say integration, how can that help me?
This is where things can get exciting. We always recommend starting simple, and making sure the process works - because automating something that isn't great won't make things better.

We support integration through Zapier, which means you connect Process Bliss to over 3,000 applications including CRM, email, finance or other databases. This could be Salesforce, Pipedrive, Google Sheets or Google Forms or many other systems.

Example use cases include;

  • Data captured during a process task to be automatically inserted into your CRM
  • Automatically email a generated PDF report to a client using data entered during the task
  • Kick off a Process Bliss task based on a field changing in Salesforce
  • Creating a Process Bliss task from an email in your inbox, to add it to your personal 'to-do' list

Integrating systems and automating activities helps you save time and reduce cost, and to provide an even more brilliant service to your customers.

 

If I need help getting started, what do you offer?
While Process Bliss is simple to use, we're keen to make sure you get value as quickly as possible. As you'd expect, all customers have access to our extensive support documentation library, email support and responsive online chat for any queries.

That's not all we do - here is how we help you further;

  1. Free implementation support call during your trial
    • To answer questions, discuss your use case, map in an example process
  2. Free Premium Support during your first month
    • Weekly calls with one of our experienced implementation specialists to map process, offer best practice guidance, or help train your team
  3. Optional Project Managed Implementation
    • Defined scope of implementation to map, implement and train your teams to help systemise your operations. More detail here.
  4. ISO Certified Lead Auditor led services

    • Process Bliss is excellent software to help you meet compliance and implement ISO standards, we can provide ISO Certified Lead Auditor professional services to help you scope, implement and maintain ISO on an ongoing basis.
  5. Business Process Automation - Integration & automation services
    • We can work with you to identify opportunities for business automation and implement them across your systems, with practical experience using systems such as Xero or Salesforce alongside Process Bliss to save time and reduce cost.
What product features does Process Bliss have, so we're clear?

There are many features to Process Bliss, we highly recommend booking a demo to understand how they can work for your business use case.

 

Features overview:

Process

  • Powerful drag & drop process flowchart builder
  • Decisions & branching logic
  • Attachments and picture preview
  • Pre-built Template process library
  • Forms & data capture
  • Process feedback

Workflow

  • Task management
  • Notifications & Activity Feed
  • Task Schedules & Recurring Tasks
  • Resolvable comments & @mention
  • Team checklist execution
  • Task/Step quick reassignment
  • Report on progress & status

Reporting

  • Process Analytics
  • Workflow Template RAG progress reports
  • Business wide task activity reporting
  • Operational dashboards*

Compliance

  • Permissions based folder structure
  • User management & permissions
  • Full Audit Trail of all activity
  • Time-stamped and recorded

Integration & Support

  • Automation & integration with 2,000+ applications using Zapier
  • Live Chat & Email support
  • Implementation assistance
  • Remote video support
  • Premium Support & Managed Service options
  • Mobile application (iOS & Android)
  • Hosted on AWS

“I need to know that tasks are being completed as efficiently and effectively as possible, and that processes are running like clockwork.

I could immediately see that Process Bliss would make all our lives easier, and help us to avoid any slip-ups that could affect the quality of service we give to our clients.”

Melissa Hughes
Marketing Manager, Haslams Estate Agents