Simplify Complex Processes

ProcessPlan helps you manage workflows, tasks, teams, and rules across any industry. From start to finish, make sure everything gets done right.

Process Management Dashboard

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Early Access

We're getting ready to launch and offering early access to some organizations. Tell us about your needs and we'll contact you about demo options.

Demo Request Submitted!

Thanks for your interest in ProcessPlan. We got your early access request.

What happens next?
  • We'll review your request in 2 business days
  • We'll email you to schedule your demo
  • You'll get early access information
  • You get priority for our beta program

We're offering limited early access while we prepare for launch.

Process Management Features

Everything you need to manage workflows, follow rules, and help your team work better.

Workflow Management

Create, track, and watch complex workflows with clear steps, task order, and live status updates across your whole operation.

Task & Resource Management

Assign, track, and organize tasks with smart scheduling, resource planning, and progress tracking to help your team work well.

Rules & Quality Control

Follow standards with checklists, audit trails, automatic rule tracking, and quality check workflows.

Team Collaboration

Work with different teams using role-based access, live chat tools, and shared document management.

Reports & Analytics

Get insights with custom dashboards, performance numbers, detailed reports, and data views for better decisions.

Security

Keep data safe with access controls, audit logs, data protection, and industry security standards.

Module Suite

Modular system that fits your specific process management needs.

Projects & Planning

Manage multiple projects together with planning tools, timeline views, and goal alignment features.

Process Templates

Make and use standard process templates with step-by-step guides, needed documents, and rule requirements.

Checklist Management

Standardize work with smart checklists, completion tracking, validation rules, and best practice guides.

Works for Any Industry

Adapts to any industry with special setups for your unique needs.

Construction

Project timelines, subcontractor work, quality checks, and rule tracking.

Road Construction

Infrastructure planning, equipment schedules, safety rules, and progress tracking.

Pipeline Construction

Route planning, environmental rules, welding steps, and testing workflows.

Manufacturing

Production workflows, quality control, maintenance plans, and supply chain work.

Common Questions

Answers to questions people often ask about ProcessPlan.

When will ProcessPlan launch?

We're finishing development and testing now. Our launch is planned for Q3 2026. Subscribe to get updates when we launch.

Can we host ProcessPlan on our servers?

ProcessPlan offers flexible hosting. We host the app platform, but you can host your database and files on your servers or cloud. You control your data while we manage the app.

Can we use our own domain name?

Yes. ProcessPlan supports custom domains for both cloud and hybrid hosting. Use your company domain for a seamless, branded experience.

How is data handled and kept safe?

All data is protected with industry-standard encryption (AES-256). We follow GDPR rules and keep audit trails. With hybrid hosting, you control your database keys and where data is stored.

Can we export and import data?

Yes, you can export and import data anytime. This lets you share processes between different domains and helps with data moves or backups.

What collaboration features are there?

ProcessPlan has collaboration tools: notes on tasks and projects, file uploads as attachments, and live comments.

What notification options are there?

Notifications come in the app, by email, or SMS. Choose between live notifications, scheduled reports, or specific events. Each user sets their own preferences.

Does ProcessPlan work offline?

Yes! Our mobile app lets field workers report progress and finish tasks without internet. Data syncs automatically when connection returns, so no work is lost.

Can we connect with other tools?

ProcessPlan connects with other tools using webhooks, REST API, and built-in links for popular tools like Jira, Slack, Microsoft Teams, SAP, and Oracle. Connect with your current tools easily.

Is training and support included?

Yes, we provide setup help, training, and 24/7 support. Support includes setup help, regular check-ins, and a dedicated contact for business customers.

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