Are you looking for an effective and efficient way to document your procedures and policies? Do you find it difficult to keep your team’s procedures and policies organized and up to date? While TalentLMS can be used for documenting processes and policies, there are other TalentLMS alternatives out there proven to deliver better results.
One potential pain point for users is that the software has cumbersome customization options on the homepage, and requires a steep learning curve and workarounds to get things going smoothly.
Additionally, users may find it difficult to navigate and organize large amounts of information within the software, which could lead to difficulties updating and maintaining the documentation.
Users often have to find a workaround to get things done, which can be frustrating.
In the next few chapters, we will discuss the TalentLMS alternatives available and how they can help you improve your procedure and policy documentation process.
From cloud-based learning management systems to document automation tools, a variety of solutions can help you improve your processes and make it easier to keep up with changes and updates.
Can’t wait to see all the alternatives available?
Keep reading as we look at different options out there along with their notable features, pros, and cons.
One that has proven itself worthy is SweetProcess, and you can give it a try using the 14-day FREE trial to get a feel of its amazing features.
Although TalentLMS has been a popular e-learning solution for many companies, it is not without its shortcomings.
Users of the platform have had several challenges using it, and we’ll see the limitations the platform brings to the table.
Here are some cons associated with TalentLMS that you should know:
TalentLMS customer support, despite being available, takes too long to respond to challenges. Users have had to wait for days and sometimes have their tickets closed automatically without getting the help they need.
When you have uploaded blended content with mixed media, like video with extra HTML content, some parts of the content may not be accessible from the mobile app, and users have to go back to the web-based platform to enjoy the full experience.
The free version is highly limited and does not give access to all the features for you to test the platform. This means you cannot have a full test run unless you upgrade.
The platform does not allow assigning of tasks or deadlines for monitoring purposes by the line manager.
Users have complained about the platform, describing it as being “flat,” which means it cannot recognize the organization’s structure and assign courses to specific teams or departments. Instead, users have to manually add individuals to the course. This can be time-consuming and inefficient for companies with large teams or departments.
Many users have also complained of unreliable customer service and glitches in TalentLMS’s features, which can make it difficult to get the most out of the platform.
Fortunately, there are other options with better features and customer service.
These TalentLMS alternatives provide a much more reliable solution for businesses that need to train their employees effectively.
Next, we’ll look at the top ten TalentLMS alternatives you can consider.
If documenting your processes and policies is one of your biggest challenges, then you should opt for SweetProcess. You can get started with a FREE trial here.
Chapter 2: What Are the Top 10 TalentLMS Alternatives for Documenting Procedures and Policies?
When it comes to documenting procedures and policies, TalentLMS is a popular choice among organizations.
However, there are other alternatives available that offer similar/better functionality and features.
These alternatives offer a range of features such as user management, compliance tracking, content creation, and more.
It’s important to compare different platforms to find the one that best meets your organization’s needs.
Here are the top ten TalentLMS alternatives for documenting procedures and policies.
1. SweetProcess: The Best TalentLMS Alternative for Documenting Procedures and Policies
SweetProcess is a comprehensive business process management solution designed to help businesses optimize and streamline their processes.
This powerful platform comes with a suite of advanced, user-friendly tools to help manage all processes—from invoice tracking and customer onboarding to employee training. It also provides a detailed platform for documenting policies and procedures.
SweetProcess makes process management easier and more transparent by providing automatic status updates, analytical data reports, and digital signatures.
With its ability to scale up or down depending on the demands of any project, SweetProcess is ideal for businesses looking for an efficient way to manage critical business processes.
SweetProcess Key Features and Functionalities
Many users have made SweetProcess their go-to platform for documenting procedures and policies to increase productivity. Here are some of the key features and functionalities of SweetProcess:
Easy-to-use interface: The platform has a user-friendly interface that makes it easy for users to navigate and find the information they need. There is no steep learning curve, and signing up is easy too.
Customizable templates: It also provides templates that allow users to create procedures and policies tailored to their specific needs. You can easily edit the template to suit your needs.
Collaboration: Multiple users can collaborate on procedures and policies using SweetProcess, making it easy for teams to work together and become more productive.
Version control: SweetProcess automatically saves different versions of procedures and policies, making it easy to track changes and revert to previous versions. If you need to track changes made to any of the procedures or policies, you have a reference point available that you can check.
Mobile access: The SweetProcess platform can be accessed from any device with an internet connection, allowing users to document procedures and policies on the go. This means that team members can get more done remotely without needing physical presence.
Monitor multiple projects: Create multiple projects, assign due dates, and track the time spent on each project to stay on top of deadlines.
Report generation: SweetProcess allows you to generate reports, including hours worked per employee and average daily hours. This will help in organization and improving productivity.
Employee management system: The platform provides tools for managing a well-organized workforce via the time tracker. You can also create alerts that notify you when someone arrives or leaves.
Incorporate videos and images into procedures: You can add images or videos to your procedures to make steps clearer and more visual.
Multi-user mode: With SweetProcess you can collaborate with other users who have access to the same app. This makes it possible for you to view what others are working on and leave comments or suggestions on the project. It also helps you track the changes made by others.
Standard operating procedures (SOP) on SweetProcess: Store all standard operating procedures for your business on the platform, accessible to all team members at any time. Streamline business processes with these SOPs in place.
Task management: Organize tasks by assigning one or more tags to each task. Use tags such as “project” or “multiple projects” to track specific project tasks.
Create knowledge base: Create help topics for your team or customers to make your processes easier to follow and understand. This can then be made accessible to all team members.
Real-time collaboration: This feature makes it possible for team members to work together in real-time on particular documents or projects. As long as they have access to the platform, they can work from any location.
Add form fields to your procedures: You can add form fields within your procedure to collect data or more information for improvement from the team.
How to Use SweetProcess for Documenting Procedures
If you are looking for a simple and efficient way to document procedures, SweetProcess is the perfect tool.
The platform allows users to easily create checklists, forms, and step-by-step processes that can be used as reference materials and training manuals.
Through its intuitive interface, SweetProcess makes it easier than ever before to store and share procedures with colleagues and customers quickly and securely. Writing up a procedure no longer needs to be a tedious task. SweetProcess has made it easy to ensure that everyone on your team is always on the same page.
Best of all, SweetProcess saves you time, money, and effort so you can focus your energies on other important tasks.
Here’s how you can use SweetProcess for documenting procedures:
Step #1: Register with SweetProcess (get started with the FREE trial here) and begin documenting your procedures.
The signup process is easy and requires filling in a few details. If you have an existing Gmail account, you can use the same account details to sign up as well.
Once you have signed up, you are taken straight to the interface where you can add a super manager who will have access to the account. However, if this does not apply, you can skip that step.
Next, you’ll have the option of a quick tour, but you can also opt to skip this part. However, as a new user it will help you better understand the interface.
Step #2: Create a project plan by listing each step of your procedure and categorizing each step to have a detailed overview of the procedure.
Once you have your procedure ready, you can create it on the SweetProcess platform.
Step #3: Create a new procedure. Start by clicking on the “New Procedure” button on the SweetProcess dashboard. Add the required documents, images, or videos needed to complete the procedure.
Step #4: Assign the tasks associated with the procedure to different team members. This will help them carry out the procedure correctly.
Step #5: Next, assign roles and responsibilities to make sure everyone knows who is working on which part of the task as well as the deadline for it.
Step #6: Publish the new procedure so all relevant team members can have access and act on it accordingly. Within the interface, you can see all the processes added and the team members assigned.
You can also use the search feature to look for previously added procedures.
Finally, track progress until the procedure is complete. Then you can give feedback for improved efficiency going forward.
With these steps, SweetProcess offers an intuitive yet straightforward approach to documenting procedures that anyone can understand!
How to Document Policies With SweetProcess
The process for documenting policies with SweetProcess starts with signing up, as described above.
Once you sign up, you can navigate to the “Policies” tab to create your policy. The policy tab can be found under the “More” drop-down tab.
Next, give your policy a title and assign a team to it, then continue to complete the creation process. You can edit the draft, and once satisfied you can publish the policy.
There is also a feature for searching for an existing list of policies you have created.
Once all details have been added, the policy can then be shared with relevant team members for review and feedback.
Finally, update the policy regularly to ensure it stays current and accurate.
One more notable feature of the platform is the version history. This allows you to track the changes made to your procedures or policy accordingly.
The platform again enables the creation of a flowchart to accompany the creation of procedures.
It is overall an all-in-one solution for business owners and companies who want to scale seamlessly by improving the documentation processes of procedures and policies.
You can explore and see for yourself by signing up for a FREE trial here.
SweetProcess Pricing
The platform offers an affordable subscription-based solution for businesses of all sizes. Your monthly or yearly payment provides you access to various tools that enable your team to streamline processes and manage their workflow.
There are no hidden fees or costs. The pricing structure is easy to understand, so you know exactly what you’re getting for your money.
Plus, there are additional features and add-ons that you can select as needed, providing greater flexibility as your needs evolve.
You have the $99 annual pricing for a team of up to 20 active users plus $5 monthly for each additional active user.
Ultimately, with SweetProcess pricing, it’s possible to keep things organized while controlling costs simultaneously.
Pros of SweetProcess
Supports the creation and management of standardized procedures.
User-friendly and easy to navigate without a steep learning curve.
Allows you to have a central location for all procedures and policies
Enables collaboration and delegation of tasks among team members.
Built-in approval system for procedures, ensuring that all tasks are reviewed and approved before implementation.
Supports team leaders with tracking and report generation for detailed insight into team performance.
Integrates with various other tools via application programming interface (API).
Robust search function, making it easy to find the information you need.
Detailed analytics and reporting that help with reviews and identification of areas for improvement.
What Users Say About SweetProcess/User Rating
User reviews highlight the intuitive drag-and-drop editor, user-friendly layout, affordability compared to other similar software, and customer service that is available 24/7.
Many users have found that SweetProcess significantly reduces the time spent creating and managing processes manually, allowing them to focus on more important tasks.
“SweetProcess will help you upload your knowledge into your employees’ brains so they can grow your business.”
—Andrew Warner (Founder, Mixergy.com)
“SweetProcess allows me to create well-structured, visually-appealing procedures that I am proud to share with my teammates. Plus, it is super-easy to use.”
—Michael Hyatt (NYTimes Best Selling Author)
Many companies have been switching from their traditional paper-based system or other software to SweetProcess due to its wide range of features and ease of use.
You can do the same by getting started with the FREE trial today!
2. Trainual
Trainual is a powerful tool for businesses to help streamline their processes.
Developed for small and mid-sized businesses, Trainual provides an easy way to organize procedures, protocols, policies, and other instructions, and impart them quickly and efficiently to employees.
The cloud-based platform makes it easy to update processes as the business’s needs evolve. It also helps to ensure that the entire team is always on the same page when it comes to their daily tasks.
Furthermore, by centralizing all of your operational documents into one place, Trainual can help save time by improving employee training, eliminating guesswork in day-to-day operations, and reducing time spent searching for information.
Trainual Key Features and Functionalities
Trainual has several interesting features similar to SweetProcess and can be used to enhance the documentation of procedures and policies. The features include:
Automated onboarding: Trainual offers automated onboarding so new hires can quickly get up to speed on company processes.
Policy and procedure creation: Trainual allows users to create, publish, and manage policies and procedures tailored to their organization.
Training content creation: Trainual enables the creation of interactive training that can be deployed to employees with ease.
Reporting and analytics: Trainual provides reports on how well employees are engaging with training materials and understanding key concepts.
Customized quizzes and assessments: Trainual helps you create customized quizzes and assessments to ensure learners are retaining the information they need.
Content library: Trainual provides a comprehensive library of content from various industries that can be easily incorporated into your training materials.
Mobile app: Trainual has a mobile app that allows users to access their training materials, reports, and other features on the go.
How to Use Trainual for Documenting Procedures
Step #1: Sign up and create an account using the seven-day free trial. Next, select the “Create Subject” button at the page’s top-right corner.
Step #2: Enter a title for the procedure you want to document and select “Create.” Note that you can also use an existing template available on the platform to create the procedure.
Step #3: Input the steps you want to document for the procedure. You can also add text, video, images, and more to explain each step in detail. (Ensure that you click the save and continue option to progress to the next step.)
Step #4: Once you’re done adding all the procedure steps, click “Done” at the top-right corner of the page.
Step #5: To make any edits to the procedure, you can simply select “Edit” from the drop-down menu in the top-right corner of the page.
Step #6: After creating and editing your procedure, you can share it with others by selecting “Share” from the drop-down menu in the top-right corner of the page.
How to Document Policies With Trainual
Just like the steps for creating and documenting procedures above, you can also document your policies.
Again, after signing up, you can navigate to the “Policies” tab on the left panel of the interface.
Here you can either create the policy or use an existing template on the platform.
Next, give the policy a name, then upload the necessary documents and hit the “Done” button afterward.
The process is straightforward and seamless just like you have it with SweetProcess.
Trainual Pricing
Trainual comes with two pricing plans to fit the needs of any budget.
The “Train” plan is $99/month billed annually and offers 10+ users while the “Scale” plan is $199/month also billed annually with 15+ users.
There is a seven-day free trial to allow you to test the platform before committing to it.
What Users Say About Trainual/User Rating
Trainual offers intuitive and easy-to-use interfaces and makes it easier for companies to quickly learn, understand, and manage all their procedures. Many users praise its comprehensive approach, and remark on its ability to help them document all their processes in an organized fashion.
Pros of Trainual
Customized onboarding plans.
Assigning tasks to teams and individuals.
Exporting data to popular file formats.
Collaboration tools that allow users to work together in real time.
Extensive library of pre-made resources.
Cons of Trainual
The slightly steep learning curve.
Limited customization options in terms of graphics and visuals.
Integrify is a business process management tool that helps businesses streamline their processes with a focus on improving efficiency.
It offers an intuitive data-driven solution that provides real-time feedback as well as automation of workflows and documentation of procedures or policies, among others.
The platform is great for organizing everything from managing payroll to creating onboarding processes and tracking customer support issues.
With Integrify, businesses can eliminate bottlenecks in their operations, saving time and money by quickly identifying and resolving issues as they arise.
Integrify Key Features and Functionalities
Integrify offers a range of powerful features and functionalities to help users make the most of their workflows. With its user-friendly and intuitive design, even the most complex processes can be automated in minutes. The features include:
Pre-built process builder: It provides you with existing templates for creating and documenting processes or procedures.
Customizable user interface: This allows for customizations to meet various workflow needs specific to the personnel in charge.
Automated robotic process: This helps teams create multiple predefined tasks and set rules for each step in the process.
Easy integration: You can easily integrate with existing applications using API with the out-of-the-box API connectors while customizing secure integrations.
Report generation: The powerful reporting engine provides visibility into key performance metrics such as timeline, budget, and resources used.
Smart notifications system: This keeps everyone in the loop while they collaborate seamlessly making sure no deadline is missed or condition overlooked.
How to Use Integrify for Documenting Procedures
When creating a process that includes specific steps, Integrify is a great option. To begin using the tool, you will need to sign up and request a demo.
A representative will then provide you with a walkthrough of the system as it is not offered as a free trial.
Step #1: After signing up on the platform, there is a detailed interface and dashboard where you can access the features. Setting up a document with Integrify begins with mapping the process out in a flowchart form, indicating each task along the way with notes outlining what should be done.
Step #2: Once the flowchart is complete, you can create and assign tasks to specific individuals or teams.
Step #3: Add or upload any supporting documentation required to enhance the procedure.
Step #4: Set up notifications and alerts to keep everyone informed and on track throughout the process.
Step #5: Launch the procedure, and the team members will instantly get notified about the new procedure added.
How to Document Policies With Integrify
While still on the dashboard, you can create your policies from the templates available.
The procedure begins with the user-friendly drag-and-drop interface for inputting specific information into the fields that accurately describe your policy.
Next, you can tailor the authorization levels and permissions required for every user with access to the policy document.
Last, your documents are securely kept in the cloud for preservation and easy access as needed.
Integrify Pricing
The platform does not have its pricing structure available, and you have to reach out to the support team to get a quote. They provide a pricing structure based on the requirements of your organization or team.
What Users Say About Integrify/User Rating
Businesses that use Integrify have had a good experience and find it to be a great tool for automating workflows.
Many users love how user-friendly it is and how they can customize it to their needs. However, a few users have reported some difficulties with integrations and getting technical support. Despite this, most businesses find it incredibly helpful in streamlining processes.
Every business uses it differently and finds new ways to make their work easier.
Pros of Integrify
User-friendly interface that is easy to navigate.
Document management is enabled, and users can create, upload, and organize their procedures and policies.
Automation and streamlining of processes supported for saving time and improving efficiency.
Flexible and can be integrated with other systems and tools.
Robust reporting and analytics capabilities that allow organizations to track progress and measure the effectiveness of their procedures and policies.
Cons of Integrify
The pricing can be quite high for smaller organizations.
It has a steep learning curve, and some users find it too complex.
It is best suited for small workflows as larger ones tend not to display too well.
4. Laserfiche
Laserfiche is an invaluable tool for anyone looking to streamline and optimize their procedures or policies. With the ability to track and document changes over time, it provides a complete system to capture, store and organize all relevant documents in one convenient place.
There are a variety of features available that provide helpful tools to improve user experiences such as digital signature capability, automated rules, and views which provide quick access to frequently used documents, electronic forms, and more.
Laserfiche Key Features and Functionalities
Effective document management: Laserfiche supports organizing, storing, and retrieving electronic documents and records in a central location.
Workflow automation: The platform also has in-built workflow automation for creating and executing automated processes for tasks such as routing, approval, and archiving.
Electronic forms: You can easily incorporate electronic forms for data collection and submission as you document your processes or procedures.
Security and access control: It offers granular security and access controls to ensure that sensitive information is protected and only accessible to authorized users. This keeps your documents safe always.
Reporting and analytics: It is equipped with tools for generating reports and analyzing data to gain insights and make informed decisions. Team leads can easily generate reports on the go.
API integrations: The platform is flexible and can integrate with other systems via API. It can also be used with applications such as Microsoft Office, SharePoint, and Outlook.
Mobile access: This feature makes it possible for users to access and work with documents and records from mobile devices, enabling remote work and collaboration.
How to Use Laserfiche for Documenting Procedures
Laserfiche as a document management system allows users to digitize, organize, and store important documents such as procedures or policies.
Although there is no free trial available directly, you can request a custom demo from their customer support to get started.
Here are the general steps involved in using Laserfiche for documenting procedures.
Step #1: After signing up, you can scan or upload existing documented procedures into the Laserfiche system, which is easily accessible via the dashboard. You have the option of creating the content or digitizing the existing content.
Step #2: Organize and categorize the procedures using built-in tools such as folders, tags, and metadata.
Step #3: Use the editing and commenting features to add more team members for collaboration or to revise the procedures.
Step #4: Assign permissions and access levels to ensure only authorized individuals can view and edit the procedures accordingly.
Step #5: Get reports and analytics via the tool to track user engagement, document usage, and overall compliance with the procedures.
Step #6: Use the search and retrieval tools to quickly find specific procedures and related documents from existing documents.
How to Document Policies With Laserfiche
Similar to the documentation of procedures, creating policies on the platform is also quite easy.
You can scan and upload existing policies or create a new digital form.
Next, assign members who can gain access to the secure documents, and a notification will be sent to them.
You can always edit the policy at any point in time, and all members will be notified.
Laserfiche Pricing
The pricing packages available vary depending on the specific needs of the organization and the number of users. Typically, there is a per-user, per-month fee for the software, with different levels of functionality included depending on the package chosen.
Laserfiche also offers a demo version of their system, which allows users to see a live demonstration of the software and how it can be used in your organization.
It comes with three packages billed annually which include:
Starter package at $50 per user
Professional package at $69 per user
Business package at $79 per user
What Users Say About Laserfiche/User Rating
Laserfiche has received positive feedback from users. According to user reviews, some of the most commonly praised features of Laserfiche include its ease of use, powerful document management capabilities, and robust security features.
Users have also praised the software’s flexibility, its ability to integrate with other systems, and the wide range of customization options available.
Pros of Laserfiche
Supports custom workflow creation for processes.
It allows custom labeling and tagging of documents.
The quality of the in-built scanner is very good.
Laserfiche Connector allows data capture from any software app.
Laserfiche forms are easy to design, use, and configure.
Cons of Laserfiche
Some functions require JavaScript manipulation to work.
High cost per user which makes it expensive for large teams.
PDF file formats not fully supported.
G2, a popular software review website, gives Laserfiche a 4.3/5 stars rating based on user reviews.
5. Acorn LMS
Acorn LMS is a learning management system (LMS) that helps organizations document and manage existing or new procedures or policies. It is a cloud-based system that supports distributing training materials and other documents related to procedures and policies.
Acorn LMS also allows administrators or team leads to generate reports and track the progress of users as well as the effectiveness of the training materials. This can help organizations identify areas where additional training or documentation is needed.
Acorn LMS Key Features and Functionalities
Acorn LMS is a comprehensive learning management system geared toward helping organizations efficiently document and manage their procedures and policies. Here are some of the key features that users find particularly beneficial:
Centralized document management: The system allows you to create, upload, and organize all your important documents in one place, making it easy to find and access them when needed.
User tracking: The system enables administrators to assign specific documents to different groups of users and monitor their progress. This ensures that employees are aware of and compliant with company procedures and policies.
Compliance testing: Acorn LMS has built-in quizzes and assessments to evaluate user comprehension of procedures and policies which can be a great way to meet regulatory requirements.
Progress monitoring: The system can generate reports to evaluate the performance of users and the effectiveness of the training materials which can aid in identifying areas for improvement.
Customizable interface: Administrators can personalize the system’s appearance to match your company’s branding.
Communication: Acorn LMS includes tools for communication between users, such as email notifications and messaging. This makes it easy for users to stay informed and connected.
Workflow automation: You can easily create smart workflows for simplifying your processes and procedures. This makes it easy for team members to follow through with processes.
Overall, Acorn LMS is a user-friendly, powerful and comprehensive tool that helps organizations document and manage their procedures and policies, ensuring compliance, efficiency, and progress monitoring.
How to Use Acorn LMS for Documenting Procedures
Acorn LMSdoes not have a free trial version that you can use to explore the platform. However, you can always request a demo from the support representative to get a feel of the platform.
Step #1: Once you have signed up on the platform, there is a comprehensive dashboard with a panel of options on the left. You can use the “Create Resource” option to create your procedure or policy.
Step #2: Give a title or name to the resource and assign the level of access to the resource.
Step #3: Add the resource to a category depending on the team members assigned. You can also add relevant tags to make it easy for filtering during a search.
Step #4: Add a duration for the resource in question if the timing is important for team members to digest the resource.
Step #5: Add a description for the resource and upload the necessary files. These can be PDFs, videos, images, and audio to enhance the resource.
Step #6: Click the “Create Resource” tab to complete the process, and you can further access it on the resource tab for editing or to share with team members.
How to Document Policies With Acorn LMS
Policies can be documented using the “Create Resource” feature on Acorn LMS. The process for documenting policies can be achieved by using the same steps stated for procedure documentation above.
You can also use the steps described above to create and upload policies for your team.
Once you have uploaded the policy or created the document, you can share it with the team members concerned.
Acorn LMS Pricing
Acorn LMS offers a range of options to meet different budgets and training needs. Their characteristic “Build Your Own” packages let users select just the features and services they need, while their bundled offerings provide value-focused configurations for an unbeatable price.
This means that each user has different and unique pricing based on your needs. Each package comes with different training capacities, and prices vary accordingly.
The flexibility of Acorn LMS means that organizations can decide whether to pay annually, quarterly or bi-annually. Each plan has its advantages.
It is therefore up to you to decide on the right price based on the budget with which you can work.
What Users Say About Acorn LMS/User Rating
Some of the most commonly praised features of the Acorn LMS platform include its ease of use, powerful document management capabilities, and robust security features.
Other users have also highlighted that it is flexible and can easily integrate with other systems and its wide range of customization options.
Pros of Acorn LMS
Access to real-time data crucial for decision-making.
Customizable dashboard to suit your branding.
Report generation for performance evaluation.
User profile management for organizations with large teams showing what each user engages with.
Integrated calendar for reminders and noting of due dates.
Cons of Acorn LMS
Scheduled emails cannot be edited within the last 24 hours before sending.
Once the activity or course of a user has been marked as completed it cannot be removed even by the admin.
Workflows that have been added to your content cannot be deleted.
6. beSlick
beSlick is an innovative tool for managing company procedures and policies. It allows organizations to easily build custom-made workflows, hold team members accountable for the tasks they need to complete, manage individual and team performance, and keep important documents organized in one place. It also helps to streamline the standard operating procedures of any enterprise.
With beSlick’s intuitive reporting capabilities, managers can quickly engage in data-driven decision-making while ensuring their organization remains up to date.
As a result, businesses increase efficiency and reduce the risk of not following proper procedures.
beSlick Key Features and Functionalities
Task management dashboard: The platform supports task management by providing reminders and notifications to team members
Template and process management: It allows users to upload templates, processes, procedures, and policies to enhance the performance of teams
Inbuilt digital forms: Form building enabled with task automation to boost productivity.
Compliance report generation: Get real-time visibility of your operations with a time-stamped audit trail for proper monitoring.
Searchable library: Centralized process and standard operating procedure in your searchable library in the form of templates that can be run as task checklists for creating consistency.
Form sharing enabled: Approval management, onboarding audit requests, and other systems can be incorporated into form to be shared for instant approvals and cut down delays.
Inbuilt calendar: Monitor dues dates or deadlines for specific tasks with real-time notifications and reminders
How to Use beSlick for Documenting Procedures
beSlick offers a free trial option to get you started. You can easily sign up with a Google account or any other email. It will prompt you to answer a few questions along the way, but it’s quite straightforward.
Step #1: Once you sign up, it takes you into the interface with an intuitive dashboard that displays your tasks. Here you can navigate to the “Template” tab to get started with the procedure documentation.
Step #2: Click the orange “Create Template” tab on the top right to add a procedure.
Step #3: Assign a name to the template and build out the procedure within the work area.
Step #4: Next you can incorporate the steps required, the due dates, and also add forms for the necessary information at this stage. More actions can be added with the drag-and-drop feature from the left panel.
Step #5: After completing the process you can then publish and create an associated task relating to the procedure. It also has a share button where you can either get the shareable link or send it directly to all team members who will receive notification about the new procedure added.
How to Document Policies With beSlick
Documenting policies with beSlick can easily be done following the same process for documenting procedures described above.
In this case, name the template to be used with the appropriate policy title.
Again, once completed you can easily share it with team members.
Policies can be edited at any time to capture new organizational changes.
beSlick Pricing
beSlick offers customers different pricing packages to capture individual needs and budgets. All packages provide the same amazing product but offer varying levels of value in terms of features and services. You can also customize your package based on the number of users and other areas you need assistance with.
The pricing starts at $10 per user monthly with the option of paying annually. This gives you access to all features and can be combined with three implementation options. The Starter is free, the Accelerator goes for an additional $1,350, and the Managed Implementation has custom pricing on request.
What Users Say About beSlick/User Rating
beSlick is a powerful and innovative app designed to help you keep your projects organized and successful.
User feedback has been overwhelmingly positive, with users commending the variety of features available, such as the ability to store project data and access shared project documents even on the go.
They also appreciate how easy it is to use beSlick as well as its intelligent AI that can provide customized project recommendations.
Pros of beSlick
Availability of intuitive setup templates.
Supports procedures or processes with multiple steps.
Adaptable workflow automation.
Allows adding of notes as you proceed with your documentation.
Great and prompt customer support.
Cons of beSlick
Not suitable for very large organizations.
The setup can be time-consuming but only needs to be done once.
7. Waybook
Waybook is an innovative and powerful documentation platform that allows businesses to automate their operational processes, store knowledge, and empower their teams.
It does this through a cloud-based system that can easily capture and store information related to products, services, compliance regulations, employee training materials, and more.
The platform also offers an intuitive way to visualize both high-level overviews of complex processes as well as detailed descriptions of each step within the process.
This makes it significantly easier for businesses to author and maintain procedural documentation which increases accuracy while reducing the time consumed.
Waybook Key Features and Functionalities
API integration: Waybook can be connected with thousands of tools such as Slack, Asana, Gmail, Teamwork, and more. This can easily be done via the API option.
Free SOP templates: It comes with ready-to-use templates for different industries and you can edit any of the templates to suit your needs.
Engaging document creation: Supports the addition of images, GIFs, videos, maps, checklists, and more for engaging and interactive documents or processes.
Inbuilt tests and quizzes: Keep track of team member progress and test knowledge and understanding of procedures and processes using quizzes and tests.
Centralized document manager: Have all your processes, procedures, guides, policies, and SOPs in one place using a single-source knowledge library for the entire organization to search and use as needed.
Dedicated virtual private cloud: The platform has a strong firewall that ensures secure communication between authorized servers only. In addition, it comes with a two-factor authentication that further protects users’ accounts.
Powerful text editor: This gives users the tools to create and edit documents for better engagement with team members.
How to Use Waybook for Documenting Procedures
To get started you can sign up using the seven-day free trial option or book a demo with support representatives.
Note that you will be required to enter your card details but you will not be billed until the free seven-day trial expires which will give you enough time to explore the platform.
The signup process is seamless, and as you proceed you will be asked a couple of questions to help customize the platform just for you.
Step #1: After signing up you’ll be taken to the dashboard with the tab on the left side to navigate through different categories of templates and further customization available. The platform is equipped with templates grouped by subject so you can select one that suits the procedure you want to document.
Step #2: Edit the selected subject and add other supporting content. You can also add images, audio, or videos to your procedure.
Step #3: Once you have created the document you can then proceed to share it with relevant team members and also assign specific access levels depending on the role of each team member.
How to Document Policies With Waybook
Documenting policies with Waybook follows the same process as documenting procedures described above.
Navigating to a matching template on the left side of your dashboard opens an option for deep customization and editing as your business grows.
You need to select the right template and edit it to create the policy in question.
Once done, you can send it across to team members accordingly.
WayBook Pricing
Waybook offers customers a flexible pricing plan designed to suit a wide range of business needs. Whether you are a budding entrepreneur launching your first product or a well-established multinational corporation expanding into new markets, there is a package to suit you.
There are three different plans you can opt for. These include:
Waybook Core, which goes for $83 monthly
Waybook Pro, which goes for $166 monthly
Waybook Consultant which goes for $95/hr
What Users Say About WayBook/User Rating
Many users appreciate how user-friendly the interface is, allowing them to easily communicate and keep their work organized. Some features that make it stand out are customizable workflow options, reporting capabilities, and templates for creating documents.
Pros of Waybook
Supports businesses across multiple niches.
Centralized location for documents.
View team progress from your dashboard.
Track step completion in real-time.
Embed content from Microsoft Sharepoint directly into your Waybook steps.
Cons of Waybook
No mobile app version is available.
The Word document importer does not support images or content nested in tables.
8. ProcessMaker
ProcessMaker is a workflow automation software that streamlines and simplifies creating, assigning, tracking, and approving paperwork.
With ProcessMaker, companies can create flow sheets that detail what must be done when handling different tasks or processes. The sheets are embedded in the interface so you can quickly refer to them while working on related documents or projects.
Additionally, it allows documents to be created with optional fields that require business users to enter specific data before submitting any forms.
This helps to ensure accurate information while freeing up valuable time spent researching and confirming the accuracy of any documents or forms.
ProcessMaker Key Features and Functionalities
ProcessMaker is a great tool for business owners looking to cut down paperwork and automate complex workflows. Scaling your business with the features provided makes the process seamless and easy. The key features of ProcessMaker include:
Workflow design: The workflow automation interface makes it possible for users to add and simplify complex processes or procedures.
API integration: The intuitive API configuration allows users to connect with other apps with pre-configured options.
Document management: ProcessMaker allows users to easily upload, store, and access all relevant documents associated with a particular process or workflow.
User management: Business owners get a robust user management system, allowing administrators to set user roles, permissions, and access levels.
Reporting and analytics: It comes with real-time reporting and analytics capabilities, giving users valuable insights into their workflow processes.
Mobile optimization: The platform is optimized for mobile use, making it easy for users to access and complete workflows from their smartphones or tablets.
Customizable forms: Users can easily create and customize forms to fit their business needs.
Task assignment: Team leads can easily assign tasks and delegate tasks to different team members responsible for each step in a workflow.
Secure and reliable: Built on secure and reliable technology, ProcessMaker ensures that your data is safe and accessible.
How to Use ProcessMaker for Documenting Procedures
Step #1: To get started, you can sign up for ProcessMaker via the login page to get into the main dashboard.
Step #2: Create a Workspace by clicking on the “Workspaces” tab at the top of your main dashboard page.
From here, select “Create New Workspace,” enter a name and description for your workspace, and click “Create.”
Once created, you should see the newly created workspace appear on the left side of your screen with its own set of tools.
Step #3: Add users and assign roles. To add users to a workspace, click on the “Users” tab at the top of your main dashboard page. Select “Invite New User” from here and enter the user’s name, email address, and role.
You can assign different roles depending on the user’s level of access. Once a user has been added to the workspace, they can collaborate on projects with other users.
Step #4: Create workflows and forms for your procedure. To do this, click on the “Workflow Designer” tab at the top of your main dashboard page.
This tab allows you to create automated processes or procedures by dragging and dropping activities into a workflow.
The procedure created can be added to a category depending on the filing style you wish to adopt.
From here, you can monitor and manage your workspace by viewing real-time data on the activity within each process.
How to Document Policies With ProcessMaker
Documenting your policies with ProcessMaker follows a similar process described above.
With policy documentation, you can add the document to the workspace and then share it with your team members.
There is always room to make edits whenever the need arises.
ProcessMaker Pricing
ProcessMaker offers a variety of packages and pricing plans to meet your needs. Whether you’re a small business looking for an affordable monthly SaaS plan or an enterprise organization looking for more flexibility, ProcessMaker can provide the solutions that fit your budget.
Pricing starts at $1,495/month plus per-user pricing for Standard and $2,479/month plus per-user pricing for Enterprise.
What Users Say About ProcessMaker/User Rating
ProcessMaker offers an intuitive, cloud-based business process management tool to help streamline administrative tasks and automate workflow. Customers rave about the platform’s user experience and the robust features available.
Pros of ProcessMaker
Intuitive interface and cloud-based.
Faster workflow setup with the help of templates.
API integration tools.
Powerful analytics capabilities for tracking progress.
Enterprise-grade security for sensitive company data.
Cons of ProcessMaker
Customizing built-in web forms lack flexibility.
It has a steep learning curve.
9. ProcessPlan
ProcessPlan is an invaluable tool for businesses that are looking to organize and streamline their operations. It provides a central hub for the easy creation, editing, and sharing of written documentation like procedures and policies.
Having your documents in one place makes it easier to keep track of progress, monitor compliance with regulations, and automate repetitive tasks.
ProcessPlan Key Features and Functionalities
ProcessPlan helps you streamline your business processes and optimize operations. It also allows you to easily create, manage, and monitor processes across the organization.
With ProcessPlan, your businesses can quickly capture their best practices and procedures in comprehensive workflows that are easy to customize and automate.
Key features include:
Process builder: ProcessPlan enables users to easily create and manage comprehensive process workflows. Users can quickly model processes, assign tasks, set deadlines, collect data and measure performance.
Customization and automation: With ProcessPlan, businesses can customize their processes with a drag-and-drop interface and automate routine tasks. This helps to streamline operations, reduce costs, and improve efficiency.
Chat dashboards: ProcessPlan provides powerful charting features that allow users to view their process performance across the organization in real time. The interactive dashboards provide visibility into the progress of each process so managers can quickly identify areas of improvement.
Real-time collaboration: ProcessPlan enables users to collaborate in real-time with comments, attachments, and notifications. This helps keep all stakeholders up-to-date on the progress of each process.
Security and compliance: ProcessPlan offers robust security features such as secure data encryption and role-based access control. This ensures sensitive data is kept secure and compliant with industry regulations.
Integrations and APIs: ProcessPlan also provides an array of integrations and APIs that enable users to easily connect the platform with third-party applications such as CRM, ERP, and other cloud systems. This helps businesses capture data in one central location.
Deployment options: ProcessPlan provides flexible deployment options for businesses of all sizes. Organizations can deploy the software on-premise, in the cloud, or as a hybrid solution. This helps ensure that the platform is accessible from anywhere and anytime.
How to Use ProcessPlan for Documenting Procedures
Getting started on the platform is easy, and you can create an account using the free trial option. You just need to add your email, and you will then be required to confirm.
Next you’ll need to answer a few questions, and once completed, it takes you straight into the dashboard.
Step #1: Once you have signed in, you can click the “Start a Process” tab to document your process or procedure. There are templates available that you can adapt or if you prefer, create a new one altogether.
Step #2: Next, on the left side you’ll have an editable area to the left where you can add the title, description, and all other necessary information for the procedure in question. Then click the “Start Process” button on the top left to activate and save.
Step #3: Once done you can then assign tasks relating to the procedure or process to the concerned team members and keep track of their progress.
You can always edit or make changes to the processes as needed.
How to Document Policies With ProcessPlan
Documenting your policies is similar to the procedure or process documentation described above.
Once in the dashboard, you will need to click “Start a Process” on the left panel and click “Policy documentation” from the list of templates.
Next you can edit accordingly and save it to activate the policy.
Finally, send out the policy to all team members who need to work with the policy.
ProcessPlan Pricing
ProcessPlan has a single pricing structure that starts at $25/month per user. This package gives access to features such as project creation, task tracking, custom reports, notifications, team collaboration, and more.
For businesses looking for additional capabilities like document sharing, process automation, integrations, or advanced analytics, they offer Pro and Enterprise plans that provide a higher level of functionality.
All plans include unlimited users and 24/7 customer support so you can always find help when you need it. You can get started with the free trial to test it out before committing to a plan.
What Users Say About ProcessPlan/User Rating
ProcessPlan has received several reviews, and the feedback from the majority is about how easy it is to use for documenting processes or procedures. One user was quite impressed with the automation capability, especially for delegating tasks and tracking performance.
Another user commended the feature-rich options and integration with third-party software.
Pros of ProcessPlan
User-friendly interface making it accessible to users of all skill levels.
Customizable workflow templates.
Automated tasks and notifications to keep everyone on task.
Reporting and analytics tracking the progress and identifying areas for improvement.
Integrations with other tools such as Google Drive, Slack, and Trello.
Cons of ProcessPlan
Limited features on the mobile app.
Some features that trigger actionable steps don’t work with all fields.
It has a steep learning curve, especially during the initial setup.
10. OnTask
OnTask is a cloud-based task management and collaboration platform that helps business owners reduce their workload and stay organized. It automates repetitive tasks, freeing up your time to focus on more important activities.
The platform provides an intuitive interface where users can easily document processes, assign tasks to team members, monitor progress, and track the completion of projects.
It also helps you collaborate with co-workers, partners, and customers in real-time to ensure everything is completed on time and within budget.
OnTask Key Features and Functionalities
Document workflow automation: Automate digital document creation for use as processes, procedures, policies, and more.
Digital and electronic signature: Add signatures online to your documents to make them legally binding.
Customized digital forms: Create and share digital forms that can be filled out online. Forms can also be added as part of the workflow design.
Ready-made template: Editable templates for different departments and processes.
API integration: Connect with third-party apps and CRMs via API such as HubSpot, Calendly, and more.
How to Use OnTask for Documenting Procedures
OnTask comes with an intuitive and easy-to-use platform for documenting your procedure. You can get started using the 14-day free trial to test run it.
You will be required to sign up with your work email and verify with a six-digit code to be sent to your email.
Step #1: Once you sign in it takes you into the dashboard where you can build a custom workflow or create documents and forms.
Step #2: Click on the “Create Reusable Document” button at the top and upload the necessary documents for your procedure or create one on the platform.
Step #3: Add all other supporting documents, name the document, then save.
Step #4: Run it as a workflow while giving team members access or share it directly with team members. Add team members to the workflow or assign the document to them as a task.
You can also add links to existing documents and have them populate on the platform.
The document can be edited at any time.
There are other templates on the platform users can explore.
How to Document Policies With OnTask
Documenting policies is similar to the process described above.
You will need to create a new document and name the policy in question.
Next, upload the policy or create one on the platform directly. (You can create one using the template available.)
OnTask Pricing
OnTask offers a 14-day free trial to test run the platform. After the trial period expires, you get five free e-signatures monthly from your account.
OnTask has four unique pricing packages to suit different businesses. These are:
Personal plan at $9/month billed annually
Business plan at $24/month billed annually
Business Pro plan at $159/month billed annually
Enterprise plan is a customized solution made just for your business. You’ll need to reach out to the support team for a quote.
What Users Say About OnTask/User Rating
OnTask is a no-code workflow automation platform for businesses looking to automate processes or procedures. It also has a digital form creator and the e-signature capability for filing and signing forms on the go.
Pros of OnTask
Editable templates are available for use to cater to different processes.
Can easily be integrated with other applications.
Users do not need a login to complete a task, so it can be used both internally and externally.
Workflow customization that can accommodate both small and large businesses.
It makes the signing of agreements and contracts easy and it can be done from anywhere.
Cons of OnTask
It has a steep learning curve and the initial setup can be time-consuming.
Deleting of files can only be done by the admin, and there is no way to authorize another user.
Some tasks cannot be resent unless you send the link to the task.
There you have it, the top ten TalentLMS alternatives worth checking out.
The final verdict is that SweetProcess is the best TalentLMS alternative for documenting your procedures and policies.
You can sign up for the free trial today and test it out for yourself.
How has SweetProcess helped other business owners and how can it do the same for yours?
Keep reading as we take a look in the next section!
Chapter 3: How SweetProcess Can Help You Transform Your Procedure and Policy Documentation
SweetProcess has proven to be a worthy platform for documenting your processes and policies.
It has helped many users from different industries, sectors, and niches improve and become more productive.
The Next7 IT team was a bustling group of tech specialists, always working hard to maintain their company’s digital infrastructure. However, they had never found a way to manage their operations efficiently and consistently.
Every day felt like they were starting from scratch, with no real system or organization.
Things changed when the Next7 IT team discovered SweetProcess. This easy-to-use software platform allowed them to document and streamline every aspect of the business processes within their organization.
With just a few clicks, they could create detailed instructions for any task and assign it to one of their employees quickly and easily.
This enabled them to ensure consistency across all tasks and departments without having to micromanage each process separately.
Not only did this save time for the whole company but it also improved customer service and employee performance—everyone knew exactly what needed doing at any given moment.
In addition, SweetProcess provided data analytics which allowed for even more efficiency through insights into how different parts of the business interacted with each other daily.
Next7 IT soon saw results from using SweetProcess: increased productivity due to better coordination between teams; fewer errors in operations; improved communication among employees; enhanced customer satisfaction…
The list went on!
Thanks to SweetProcess, Next7 IT is now operating at peak efficiency while maintaining consistency throughout its entire operation—something that was once thought impossible.
Neave Group is yet another success story associated with using the SweetProcess platform.
Neave Group Outdoor Solutions had been providing landscaping services for almost two decades, but the company struggled to keep up with its growth.
They were managing their processes manually and found themselves in a constant state of chaos as they attempted to juggle multiple tasks simultaneously.
The team knew that if they wanted to continue growing, they needed an effective way to document and systematize their processes.
After months of research, Neave Group Outdoor Solutions decided that SweetProcess was the perfect solution.
SweetProcess made it easy for them to document each step of their process—from customer inquiries through job completion.
With this information readily available, Neave Group Outdoor Solutions could quickly assign tasks and keep track of progress without searching through piles of paperwork or scrambling for answers from other team members.
It also allowed them to easily make necessary adjustments if something wasn’t working correctly or needed improvement.
Thanks to SweetProcess, Neave Group Outdoor Solutions saw an immediate increase in efficiency and productivity across their entire operation—and within a year, they had doubled in size.
The team now works smarter rather than harder and can provide better service while meeting tight deadlines.
And because everyone is on the same page regarding how things should be done, fewer mistakes are being made which has saved time (and money) in the long run.
One more happy customer worth hearing from is Marc Nelson Oil Products.
Marc Nelson Oil Products has been in business for over 20 years and prides itself on being an industry leader. But as the company grew larger, it became increasingly difficult to maintain its reputation due to a shortage of skilled employees.
The management team knew there was only one way to ensure that their quality standards wouldn’t slip: they needed to document all of their processes with SweetProcess. This would allow them to standardize operations across departments and provide clear instructions for each task.
At first, the idea seemed overwhelming. After all, no one wanted to spend hours documenting every step of their workday.
But when Marc Nelson Oil Products looked at the bigger picture—how this investment could save time and money in the long run—they decided it was worth pursuing.
With SweetProcess in place, Marc Nelson Oil Products quickly realized how helpful it was for onboarding new staff members and training existing ones too.
By following documented procedures, employees were able to ramp up more quickly and become productive faster than ever before.
In addition, having everything written down also helped keep everyone accountable by providing visibility into who completed which tasks on time or ahead of schedule with accuracy.
As a result of taking this proactive approach with SweetProcess documentation, Marc Nelson Oil Products saw massive improvements across their organization, from increased productivity levels among teams right through to improved customer satisfaction ratings.
It proved that even though fear can be daunting at times, you don’t need courage if you have confidence in your decision-making skills.
It only gets better with SweetProcess.
Ready to take it for a spin?
Sign up for the free trial today and begin your journey toward documenting your business processes and policies effectively.
Conclusion
SweetProcess is a powerful TalentLMS alternative that can help your business streamline its processes and improve efficiency.
With its user-friendly interface and customizable templates, it’s easy to create, implement, and manage your company’s processes, procedures and policies.
Additionally, the 14-day free trial allows you to test out the software and see the benefits for yourself before committing to a subscription.
If you’re ready to take your business to the next level and improve your processes, don’t hesitate to sign up for the 14-day free trial of SweetProcess today.
Try it out for yourself and see the difference one of the best TalentLMS alternatives can make for your business!
Do it with SweetProcess, click here to learn more
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