Process Bliss

The perfect solution to help standardise processes throughout the business

Opmerkingen: Really positive - it has made a real difference to our business by enabling us to work smarter and to allocate more time to strategy and planning.

Pluspunten:

Really easy to use and effective - once the processes have been set up, you can easily allocate tasks and due dates to team members to help them know exactly what to do and when.

Minpunten:

Fewer features than some other solutions, but actually this made it far easier to roll out to the whole team, as it is so simple to use and helps us all to focus on getting things done.

Process Bliss has helped us analyze and track stages in workflows and improve accountability

Pluspunten:

We are still learning and building things out with Process Bliss. But firstly, Process Bliss has helped us analyze and streamline workflows into steps that can then be assigned to relevant persons on our team. The decision tree options add a lot of flexibility too! So, we can see where a process is, who is the hold up, and communicate issues through the workflow within Process Bliss. That is nice. And these same workflows, once set up, can be sued a s a template and repeated when needed. We have several areas in our company that we have and will roll these out. But it's not just workflows that are used to generate tasks. Task can be created on the fly for yourself, or others and can contain sub-steps. This has been very useful to track issues / tasks as they arise and our staff are beginning to see the benefit in using these to manage their own lists. Customer support has been excellent. They are quick to respond. We had an issue with permissions in a folder. It took a while to figure out (few days), but PB were in communication, did live screen shares, and got the issue resolved.

Minpunten:

There is a bit of a learning curve. Getting use to the layout, how folders work, and permissions can take a little time. I think the layout can be improved. Also, the options for email notifications to be turned on or off both globally and for a process/task would be great. Looking forward to some new features being added as well (especially forms). Being able to see all comments in that a user is a part in one place would be helpful. From there providing a link to the thread and process could be offered..

Overwogen alternatieven: Todoist, Process Street, OpsBase, Trello, iAuditor, kintone, Zoho Creator, Zenput, Jolt en Asana

Redenen om voor Process Bliss te kiezen: We moved from Zoho Creator for other reasons and considered going back, but ideally wanted something pre-built to help monitor daily and weekly checklists as well as some more in depth workflows without having to code it and manage the database ourselves. So after much research and demos I arrived at Process Bliss. It's a good price, it's basic and not bloated, and provides what we need: workflow and task management for our small team. It looks like the team are adding and developing extra features too, some of which I am keen to use, like forms.

Overgestapt van: Zoho Creator

Redenen om over te stappen op Process Bliss: It kept things simple, had decent

Need to capture detailed processes easily? Look no further.

Opmerkingen: We were very quickly able to map out in detail the various different client journeys that we take our clients on. Not only could we map the journey out quickly but we could then immediately use the templates we created to manage tasks and help us move clients along the journey seamlessly. It is also far easier for us to see how many of our clients are at which stage of the journey in any given moment.

Pluspunten:

It is very easy to create new processes and use tasks to manage process completion. The processes are easy to customise and user-friendly.

Minpunten:

The software can be rather slow at times and there is more that could be done with dashboard features to improve reporting by reference to activity dates.

loving the bliss

Opmerkingen: it is really helping our team monitor all the open process tasks we have. at the admin level we are able to make sure users do every step every time, with an audit trail!

Pluspunten:

The ability setup very complex repetitive process "templates" to reuse on the fly or in a scheduled format

Minpunten:

how the comments feature works is a bit difficult to follow, and resolve, see open issues, or all comments related to the same task/template.

Outstanding Customer Support

Opmerkingen: This software has been a game changer for us. Things that used to slip through the cracks are now getting completed. Our team is communicating better with one another, and we are all swimming in the same direction. We have better defined our own internal processes, and we are able see the places where we need to revise processes for efficiency. It is an added bonus that we can manage small projects using PB as well. Process Bliss is part of our company vernacular now. Every employee uses the product every day.

Pluspunten:

Easy to get started and OUTSTANDING customer support. The customer support has truly been phenomenal and has lowered the barrier for even the most reluctant employees. We have some who are averse to adopting new technology, and the customer support made it possible to turn these employees into daily users of Process Bliss.

Minpunten:

There are some "glitches" we have experienced, such as entering a due date and having a different date appear after saving the change. Customer support has been excellent, and the developer team seems to be dedicated to constantly improving the product, so the glitches are generally taken care of quickly once we report them. There are some features we have needed that have not been added, such as the ability to organize our task lists into sublists or folders. In particular, we want to be able to save an email from Outlook as a task in PB, but we don't want it to dump into the main tasks list, we want to be able to organize these tasks into sublists or folders. We identified this as a need during the sales process, and we were told that this feature will be added. It is a promise still unfulfilled. At times, the number of tasks in a single list becomes overwhelming and difficult to manage. We would love to see this feature become available, since it will significantly enhance our team's daily user experience with the product. Despite this, we are very happy customers because the customer support has been so great, and the product has made such a difference for us. If we did not get to full adoption of the product by all of our employees, the investment in this product would not have been worthwhile. I'm happy to say that the design of the system, coupled with excellent customer support allowed us to get everyone used to the system, and we were able to get everyone on board.

Overwogen alternatieven: Process Street, Quixy, ProcessMaker, Kissflow, monday.com, Adobe Workfront en Asana

Redenen om over te stappen op Process Bliss: Price, ease of use, ease of deployment, customer support.