[
Process... Reviews
](https://www.g2.com/products/process-street/reviews)

[
Process... Reviews
](https://www.g2.com/products/process-street/reviews)

# Process Street Features

##### 
## Customization (5)

Document Generation

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

Process Design

The ability to create custom workflows aligned with business objectives.

Process Repository

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

No-Code App Development

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Low-Code App Development

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

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##### 
## Collaboration (4)

Permissions for Sharing

Enable decision-makers to easily share processes with the proper employees.

Data Unification

Compile data from across all systems so that users can view relevant information easily.

Accessibility

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Process Routing

Ensures the right task is being assigned to the proper employee across an entire process.

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##### 
## Process Management (7)

Process Overview

Provides users a holistic view of all workflows so as to see how all processes work together.

Process Analysis

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Real-Time Process Monitoring

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Unstructured Processes

Provides the ability to manage unstructured processes.

API Connection

Connect with existing systems via API.

Intelligence

Gives user machine learning tools for intelligent process improvement

Document Approval

Streamline and simplify document approval processes.

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##### 
## User Interface Design (4)

WYSIWYG Editor

Provides the ability to drag-and-drop elements into the application to customize interface.

Customized Branding

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

App Templates

Provides base-level application templates to build atop and customize for specifc users and actions.

Workflow Management

Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

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##### 
## Data Control (3)

Data Migration

Lets users add data from existing sources when creating the initial application or changing data sources.

Data Synchronization

Continuously updates data as users or external data sources are edited.

Data Security

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

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##### 
## Publishing (3)

Application Deployment

Releases the application for access on desktop or mobile devices.

Platform Compatibility

Lets users build cross-platform applications or provide specific templates for different device types.

Lifecycle Management

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

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##### 
## Setup (4)

Activities

Provide standard activities and tasks that can be customized by users

Flows

Users can easily create flows using drag and drop features

Dependencies

Define and manage dependencies between tasks and workflows

Notifications

Include alters that can be used with workflows

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##### 
## Management (3)

Updates

Ability to update multiple workflows at the same time

Audit Trail

Maintain a history of all workflow changes

Integration

Integrate with ERP or project management software

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##### 
## Platform Basics (2)

Interoperability

Connects to external systems and applications as needed to complete workflows.

Performance

Is consistently available (uptime) and allows users to complete tasks reliably.

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##### 
## Platform Data (3)

Visualization

Contains tools to visalize data sets or workflows.

Platform Search

Find important content or files using keywords, metadata, tags, etc.

Alerts and Notifications

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

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##### 
## Platform Content (3)

Automation

Automates some or all operation related tasks.

File Sharing

Provides robust sharing options for communication with employees.

Content Library

Provides users with a pre-built library of useable HR compliance content.

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##### 
## Task Tracking (3)

Activity Feed

Provides a live feed that updates when the status of a task has changed.

Task Schedules

Organizes tasks for different checklists into a daily, weekly, or monthly schedule

Comments

Allows users to comment on tasks or checklists.

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##### 
## Checklist Options (3)

Templates

Provides pre-made templates for specific types of procedures and processes.

Native Forms

Natively provides an online form builder option.

Downloadable Manuals

Allow users to download a manual or checklist as a PDF, image file, etc.

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##### 
## Software Availability (4)

Integrations

Integrates with other outside software.

Permissions

Allows administrators to set permissions on editing rights, specific checklists, etc.

Mobile Application

Software is available as a mobile application.

Desktop Application

Software is available either in-browser or as a downloadable software application.

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##### 
## Nonconformance (3)

Conformance Records

Allows users to create, track and maintain accurate, auditable conformance records.

CAPA

Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance

Change Management

Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions.

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##### 
## Quality system (3)

Document Control

Allow users to centralize and archive documents for quality management

Collaboration

Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication

Analytics and Reports

Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports

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##### 
## Risk Management (3)

Assessments

Allows users to determine potential risks that may impact employees or the environment

Operational Risk

Allows users to estimate the impact of EHS risks on the operations of the company

Supplier Evaluation

Allows users to evaluate suppliers using safety and environmental criteria

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##### 
## Inspection Management (3)

Templates

Allows users to choose from templates for multiple types of inspections such as safety or quality

Workflows

Provides users with workflows to assign tasks for audit and inspections

Corrective Actions

Allows users to identify corrective actions to address incidents and accidents

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##### 
## Compliance (3)

Standards & Regulations

Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA)

Permits

Allows users to track permits required for environmental and safety compliance

Certifications

Allows users to manage certifications to comply with regulations and standards

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##### 
## Responses (3)

Personalization

Provides personalized responses to interlocator based on segmentation or past responses.

Route To Human

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Natural Language Understanding (NLU)

Can have a natural, human-like conversation with an interlocator.

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##### 
## Platform (7)

Conversation Editor

Allows business to edit conversations to meet the unique needs of one's business.

Integration

Gives users the ability to update systems, like CRM, based on conversations.

Human-In-The-Loop

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Integration

Delivers APIs and standard integrations with other software systems.

Security & Privacy

Complies with security and privacy regulations and standards.

Mobile Access

Allows users to access the software using mobile devices.

Flexibility

Facilitates software configuration without the need for technical experise.

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##### 
## Services (4)

Implementation

Assists customes through all the phases of the implementation process.

Training & Learning

Provides software users with training courses and learning content.

Customer Support

Delivers customer and technical support, directly or trough partners.

Professional Services

The vendor provides consulting services such as business process reengineering.

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##### 
## Development Tools (3)

Drag-and-drop Form Builder

Allows users to create forms with branching logic without any code.

API Builder

Provides a built-in API builder for developers.

Integrations

Integrates with back office systems, content management systems, and other types of office software.

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##### 
## Field Tools (5)

OCR

Provides built-in optical character recognition (OCR) functionality.

GPS & Time Stamps

Records GPS and time data points in reports.

Barcode and Signature Capture

Allows users to attach barcode and/or signature data within a report.

Image and Video Capture

Provides built-in image and video recording capabilities.

Embedded Work Instructions

Allows users to access built-in work instructions.

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##### 
## Back Office Tools (3)

Report Formatting

Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).

Roles and Permissions

Define and manage roles and access rights for the entire system.

Analytics Dashboards

Provides performance analytics dashboards.

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##### 
## Process Development (1)

Process Routing

Ensures the right task is being assigned to the proper employee across an entire process.

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##### 
## Onboarding Setup (3)

Workflows

Provide customizable workflows for onboarding activities and tasks.

Templates

Include templates for onboarding project plans and documents.

Checklists

Generate checklists to monitor the prograss of onboarding projects.

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##### 
## Project Tracking (5)

Monitoring

Track tasks, project, and dependencies using timeline views or GANTT charts.

Resources

Allocate resources to tasks and projects, and track their costs.

Content

Manage onboarding documents, training materials, and other content.

Tasks

Assign and track onboarding tasks to internal and external stakeholders.

Optimization

Identify trends and analysis that can be used to optimize onboarding.

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##### 
## Customer Engagement (5)

Portal

Provider a portal for customers and external users to collaborate and share documents.

Engagement

Include features to keep customers engaged such as internal communications.

Branding

Create white-label portals by customer, product, or project.

Visibility

Provide multiple levels of visibility accrosss all onboarding stages.

Collaboration

Allow internal and external users to collaborate without loging into the system.

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##### 
## Generative AI (11)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Tasks

Automates basic tasks and workflows utilizing AI.

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##### 
## Workflows - Audit Management (5)

Audit Trail

Displays all the changes made during audits, including details such as username, timestamp, or type of change in a centralized repository.

Recommendations

Coordinate and track recommended remediation actions.

Collaboration Tools

Facilitates collaboration between teams and stakeholders through shared workspaces.

Integrations

Integrates with risk management platforms, GRC tools, and other systems.

Planning & Scheduling

Facilitates the creation of audit plans, schedules, and reminders.

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##### 
## Documentation - Audit Management (2)

Templates & Forms

Provide out of the box audit templates and forms for various processes and industries.

Checklists

Provides checklists

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##### 
## Reporting & Analytics - Audit Management (3)

Dashboard

Dashboard provides real time or near real time updates and notifications in a centralized location.

Audit Performance

Provide information on the performance of the audit activities and processes.

Industry Compliance

Ensures audits are compliant with industry-specific regulations and standards.

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##### 
## Automation - AI Agents (5)

Sales Follow-Up

Allows users to automate responses to customer inquiries across various channels.

Customer Interaction Automation

Allows users to automate responses to customer inquiries across various channels.

Lead Generation

Allows users to automate the process of generating and qualifying sales leads.

Document Processing

Allows users to automate the handling, processing, and management of documents.

Feedback Collection

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

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##### 
## Autonomy - AI Agents (4)

Independent Decision Making

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Adaptive Responses

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Task Execution

Provides the AI agent the ability to execute tasks without requiring constant user input.

Problem Solving

Allows the AI agent to identify and resolve issues without user intervention.

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##### 
## Generative AI - Security Compliance (2)

Predictive Risk

Can analyze patterns and trends in security data to predict potential compliance risks.

Automated Documentation

Can automate the creation of compliance documentation by quickly generating accurate and comprehensive reports.

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##### 
## Platform AI Features - Policy Management (2)

Reports

Can generate reports on policy compliance trends using AI.

Workflow Management

Uses AI to automate common workflow tasks such as policy creation, distribution, and updates.

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##### 
## Operational Risk Management (3)

Operational Risk Methodology

Support various methodologies and frameworks for operational risk management such as ISO 31000 and COSO.

Operational Risk Classification

Ability to classify risks based on risk type, severity, and custom criteria.

Operational Risk Identification

Identify various risk factors such as the inadequate use of technology, human factor, or external risks.

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##### 
## Business Resilience (2)

Business Continuity

Support business continuity plans through integrations with business continuity software, incident response, or controls planning

Compliance Management

Reduce risk of legal liability through regulations and standards compliance.

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##### 
## Agentic AI - Operational Risk Management (1)

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - No-Code Development Platforms (3)

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Business Process Management (7)

Multi-step Planning

Ability to break down and plan multi-step processes

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Workflow Management (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### Categories on G2

[
AI Agents For Business Operations
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Workflow Management
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HR Compliance
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Client Onboarding
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Policy Management
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Quality Management (QMS)
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