Standard operating procedures (SOPs) are step-by-step instructions to guide employees through routine tasks effectively and productively. These documents can range from HR guides on the employee onboarding process to sales docs covering basic CRM tasks and workflows – and everything in between.
To assist organizational leaders, there are SOP software solutions that empower professionals with the tools to document, record, and distribute SOPs into simple checklists and other forms of process documentation.
In this article, we explore the best features to look for in an SOP software provider, as well as the top SOP software solutions available in the market.
Effective SOP software provides employees support that improves their baseline performance with accessible, organized procedural documentation. To be considered a standard operating procedure software, a tool must be able to perform the following basic SOP features and tasks:
To ensure effective team collaboration, it is important that everyone involved in a project or in an organization has the required access to any important or relevant procedural guides. SOP software enables quality collaboration by providing access and sharing privileges to all members while keeping confidential documents locked from unauthorized access.
Effective SOP software includes a centralized hub that enables all your employees to easily access, search, and find updated documents in one single place. This reduces information clutter and ensures that employees find what they need whenever they need it. This hub validates the information in the eyes of employee, allowing SOPs to carry more weight.
For SOPs to be effective for any organization, it is important that employees actually read and understand the SOP material. SOP software includes a training and certification module that automatically distributes materials to your employees and sends reminders in the case of non-completion. This provides managers with actionable insight and data in the aspect of non-compliance and rogue employees that may not be following guidance
When SOPs are created, they go through a QA process that gives them a stamp of approval before implementation. SOP software captures all the data regarding who approves what, so that there is a clear audit trail as to where the SOP came from and what conditions it applies to. This builds a culture of knowledge sharing, as all key discussions and information is transferred over the years so that they can be referenced for future concerns – even in the event of employee turnover.
SOP software standardizes your internal procedures and creates organization around how to create your SOP creation processes for every step of the document creation, refreshing, and auditing process. This allows for organizations to improve the way they create their SOPs, and lead to better, more effective documentation.
Less a feature and more of a benefit, SOP solutions provide managers, trainers, and anyone creating process document with free SOP templates that have been proven to work with other organizations. These templates save time on document creation, standardize what SOPs look like, and allow SOP creators to simply fill in the different areas of the SOP.
✓ Thank you, the template will be sent to your email
SweetProcess software simplifies the process of creating SOPs by enabling businesses to create a detailed checklist for workflows. It helps create effective SOPs with the inclusion of graphics and visuals. There is room for collaboration between team members as files can be easily created, shared, and accessed. It also allows users to set due dates for tasks and automate follow-up emails to act as a reminder for assigned workers as the due dates approach.
Features of SweetProcess include:
Pricing: starts at $99/month
With Trainual, every process, policy, and procedure for all the roles and responsibilities in your business can be easily documented and organized in one centralized dashboard. It enables easy employee onboarding and compliance training, seamless task delegation, consistent processes, and increased employee accountability.
Features of Trainual:
ProcedureFlow empowers organizations to turn the most complicated information and processes into easy and intuitive documents that are simple to create, maintain and use. The software allows organizations to ditch long training manuals that aren’t readable and creates standard operating procedures that people actually enjoy using and are effective
Features of ProcedureFlow:
Pricing: starts at $20 per user per month
Process Street is a simple and free SOP software used by organizations to create, track, and manage effective business processes. It enables teams to share core processes and transform them into powerful no-code workflows. It also makes provision for team collaboration, control permissions, and integrations, among other things, for improved workflow.
Features of Process Street:
Pricing: starts at $12.50 per user per month
Method Grid is an integrated, enterprise-level quality assurance platform that offers a unique combination of knowledge management, complex project assurance, and task management, alongside an easy-to-use and highly configurable dashboard UI. Organizations use this software to meet compliance, increase operational efficiencies, and retain knowledge across diverse teams and complex projects.
Features of Method Grid:
Pricing: Free basic plan
JobRouter is a powerful and flexible low-code digitalization platform. It empowers companies to digitalize and automate any business process. It manages the entire lifecycle of documents including creation, editing, approval, release, distribution, and refreshing. The software integrates seamlessly into existing software systems and applications, and helps extend their capabilities. It connects with existing systems to export, process, archive, or pass on data and documents and to initiate new processes.
Features of JobRouter:
Pricing: N/A – contact for a custom quote
ProcessKit’s SOP software brings your organization’s operating procedures together with the projects so that your teams can automate and streamline recurring tasks, track progress, and scale operations. The software enables you to build powerful automation, integrate with 1000+ tools using Zapier, and make your business a more predictable, scalable, and efficient operation.
Features of ProcessKit:
Way We Do is a cloud-based SOP software that helps businesses transform policies and procedures into active workflows for seamless business operations. The software offers activated checklists and SOP templates to help you easily create operations policies and guide employees in executing their daily tasks.
Features of Way We Do
Pricing: $25 per month per user
EtQ’s SOP software is used in simplifying comprehensive workflows. It serves as a guide for organizations in creating, storing, approving, and distributing controlled documents. With ETQ, organizations are able to monitor business proceedings and produce more qualitative results.
Features of EtQ include:
Pricing: N/A – contact for a custom quote
Dozuki is an SOP software that gives companies a standard for creating, improving, and managing workflow. The SOP enhances collaborative efforts among teams and easily generates online documentation with visuals that make it easy to read and understand.
Features of Dozuki include:
Pricing: starts @ $199/month
Depending on your industry, team, and needs, you should research and choose the SOP software vendor that is best suited to improve your work processes, employee training, and achieve quality deliverables.
We also recommend adding additional software tools to assist and empower your employees with better onboarding, training, and on-demand support.
Use Whatfix DAP to create no-code training and support content directly in your digital applications such as interactive flows, app tours, task lists, tooltips, and more – while also embedding contextual links to your SOPs.