5 Best SOP Software Tools in 2023 [Standard Operating Procedures]

Introduction

Standard Operating Procedures (SOPs) are essential documents designed to guide employees through routine tasks efficiently and effectively. They can cover a wide range of topics, from HR guides for employee onboarding to sales documentation that covers basic CRM tasks, and everything in between. To assist organizational leaders, several SOP software solutions empower professionals with tools to document, record, and distribute SOPs into user-friendly checklists and other forms of process documentation.

In this article, we’ll explore the five best SOP software tools available on the market in 2023.

1. Process Street

Process Street is a modern Business Process Management (BPM) platform that helps teams share their core processes, transforming them into powerful no-code workflows. You can start with employee onboarding to ensure new hires are set up for success, then expand to cover workflows like client onboarding and tenant screening. The platform features intuitive keyboard shortcuts and a user-friendly interface that allow for easy creation of structured documents in seconds.

With Process Street, you can create and assign workflows quickly, capture and organize team knowledge, and track activity via dashboards with real-time notifications. The platform also supports conditional logic for dynamic workflows that adapt to your team's evolving needs, and features automation for scheduling and assigning workflows.

2. Monday.com

Monday.com offers a powerful work operating system (OS) that enables teams to collaborate in a digital space without needing to meet in person. The platform adapts to evolving team needs and promotes transparency and efficiency. By eliminating repetitive manual tasks through automation, Monday.com allows users to efficiently utilize SOP templates and over 200 other customizable templates.

The employee training plan template is particularly useful for managing the onboarding of new hires while ensuring the team stays informed about company policies and training requirements. This blend of SOPs and training plans helps streamline new hire management.

3. Smart Suite

Smart Suite is a comprehensive work management software that provides various business operations templates to standardize workflows and minimize friction. It allows for records and resources management, incident tracking, vendor management, and measurement of important company metrics.

The platform bridges the gap between documented strategies and their implementation, enabling users to link goals to operational actions, manage workflows, and digitize paper records. With dedicated solutions for asset management, contracts, and insurance policies, Smart Suite centralizes operations into one cohesive platform.

4. Scribe

Scribe is an innovative tool for creating step-by-step guides from any process executed on a computer. Users can click "record" in the browser extension or desktop app, and Scribe will convert clicks and keystrokes into written instructions with accompanying screenshots.

Editing is straightforward, allowing for the creation of polished guides quickly. Scribe makes it easy to share these guides through links or by embedding them in other platforms. Moreover, any changes in processes can be updated in real-time, ensuring that guides remain current.

5. Trainual

Trainual simplifies the creation of training manuals for employees, contractors, and interns. This platform allows business owners and HR professionals to document operational knowledge, establish repeatable processes, and manage training workflows with built-in accountability.

With Trainual's automated onboarding module, managers can assign relevant content based on roles, departments, or locations. The software ensures that employees receive timely updates whenever training materials are revised and allows users to search SOPs and training content easily through its desktop and mobile apps.

These five software tools represent some of the best solutions on the market for creating and managing SOPs. Each of them offers unique features that can help streamline processes and improve organizational efficiency.

Keywords

SOP software, Standard Operating Procedures, Process Street, Monday.com, Smart Suite, Scribe, Trainual, employee onboarding, workflow automation, process management.

FAQ

What are SOPs?
Standard Operating Procedures (SOPs) are detailed instructions that guide employees through routine tasks in an organization.

Why are SOPs important?
SOPs ensure consistency, improve efficiency, enhance training processes, and help maintain compliance across various business functions.

What features should I look for in SOP software?
Look for features such as workflow automation, user-friendly interfaces, easy collaboration, template options, and the ability to track progress and updates.

Can I try these SOP software tools for free?
Yes, many of these tools offer free trials or demos that allow users to explore their features before committing.

Are these SOP tools suitable for all types of businesses?
Yes, these SOP solutions are versatile and can be adapted to suit organizations of all sizes and industries.