Process Bliss Reviews

Pros

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

Cons

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

Pros

We are still learning and building things out with Process Bliss. But firstly, Process Bliss has helped us analyze and streamline workflows into steps that can then be assigned to relevant persons on our team. The decision tree options add a lot of flexibility too! So, we can see where a process is, who is the hold up, and communicate issues through the workflow within Process Bliss. That is nice. And these same workflows, once set up, can be sued a s a template and repeated when needed. We have several areas in our company that we have and will roll these out. But it's not just workflows that are used to generate tasks. Task can be created on the fly for yourself, or others and can contain sub-steps. This has been very useful to track issues / tasks as they arise and our staff are beginning to see the benefit in using these to manage their own lists.

Customer support has been excellent. They are quick to respond. We had an issue with permissions in a folder. It took a while to figure out (few days), but PB were in communication, did live screen shares, and got the issue resolved.

Cons

There is a bit of a learning curve. Getting use to the layout, how folders work, and permissions can take a little time. I think the layout can be improved. Also, the options for email notifications to be turned on or off both globally and for a process/task would be great. Looking forward to some new features being added as well (especially forms).

Being able to see all comments in that a user is a part in one place would be helpful. From there providing a link to the thread and process could be offered..

Alternatives Considered

Todoist, Process Street, Trello, iAuditor, kintone, Zoho Creator, Zenput, Jolt and Asana

Reasons for Choosing Process Bliss

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

Switched From

Zoho Creator

Reasons for Switching to Process Bliss

It kept things simple, had decent

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Alternatives Considered

Process Street, Quixy, ProcessMaker, Kissflow, monday.com, Adobe Workfront and Asana

Reasons for Switching to Process Bliss

Price, ease of use, ease of deployment, customer support.

Pros

The ease of setting up a template, I can take what is in my head and put it into a quick and easy flowchart.
It is difficult for me to give a full review as I am still learning the program.
So far everything I have asked it to do it can do. I have had no previous experience with process software but have found it to be user friendly.

Cons

Again, it is hard for me to fully comment as I have just started to use the product.
I think a glossary would be a good idea for people like me who are new to process software explaining the language of process programs.

Alternatives Considered

Trello and Asana

Reasons for Switching to Process Bliss

We are still using Trello as a virtual whiteboard but I chose Process Bliss because they held my hand a bit as a novice. It is providing a combination of Sweet process and Asana for 1 price. As we are a small practice at this stage we do not need a bigger program. I think that Process Bliss will cover both aspects of Project Management and Procedures in one place

Pros

It is so easy to use
Everyone can understand it
Monitoring features are brilliant and gives us a total overview of where we are with our clients
It is so idea for when we have a new member of the team join us as all of our processes are on PB
Fantastic!

Cons

We would like a feature that will show us reports on each individual user so we can monitor who is / isn't doing their job and completing their tasks on time.

Alternatives Considered

monday.com

Reasons for Switching to Process Bliss

It just made sense, it had what we were looking for without being complicated.

Pros

The intuitiveness of the software. It is not overly complicated or overwhelming to set up.

Cons

The ability to upload videos directly in the software. However it is easy to link a video from dropbox or google drive. Therefore it's not a big drawback.

Alternatives Considered

Process Street

Reasons for Choosing Process Bliss

Todoist was not really made for the way I was using it.

Switched From

Todoist

Pros

So far this software has been able to handle all of my process needs, in a manner that makes it easy for all the members involved in each process to know exactly what to do and when to do it.

Cons

Some of the reports can be a little slow to load. Otherwise, no complaints!

Alternatives Considered

ClickUp

Reasons for Switching to Process Bliss

Clickup is more of a project management tool; they didn't have a good way to handle hundreds of repeating processes.

Pros

Integration was simple. The software is relatively simple and straightforward. If we ever have a problem, we use the chat box or make an appointment with a specialist from Process Bliss. Their support is one of the best I have worked with. They even change the software based on expressed needs of their users.

Cons

Sometimes there are hiccups in notifications, but we are still learning the system and these are likely user errors.

Pros

Process Bliss has been a great way for us to track important tasks, projects and paperwork.

Cons

The APP needs more work, also we would like to ability to delete tasks, instead of just archiving them, as some are drafts that do not end up being used or become irrelevant or no longer needed.

Pros

The software is pretty much straight forward. After using it for a while you become quite adept at it.

Cons

There are little things that you want it to do that it either doesn't do or you're not sure how to do them. Many times it's more operator error than software.

Pros

It helped us to really think about what we needed to do for each client, and made us implement consistency within the business.

Cons

I would prefer assigning tasks to be better in terms of still being able to see a collective bucket of firm level tasks, but this is my opinion based on our use.

Pros

easy to set up. ease of use. great reports to see team

Cons

Needs more integrations with other platforms

Alternatives Considered

Process Street

Reasons for Switching to Process Bliss

excellent customers support. easier to use

Pros

The ability to create complex task management

Cons

Nothing, I have had no issues or complaints

Pros

The ease of navigation and ease with which I could refine and develop process templates

Cons

Took me a bit longer than anticipated to understand the way some elements interacted, though customer support offer was excellent

Pros

Process Bliss gives clarity in creating a client journey, making processes clearly defined within the business. The easy to use software and the incredible after care support is creating efficiency.

Cons

There are still aspects of Process Bliss that is developed as each individual process is developed. Needs are listened to and taken away for development.

Pros

Easy to set up processes. Love the reports where you can see all clients and where they are in a process.

Cons

Would just like the left hand side of the reports (clients names) to be seen when you move along a report line so that you can see who you are looking at.

Pros

The ease of deployment and the ability to pass tasks between multiple staff to better track client workflow.

Cons

I would appreciate some more functionality in designing templates.

Pros

Its great easy way to manage my tasks and that of my staff

Cons

formating on iphones isnt as good as other devices

Pros

It enables well-structured processes to be drafted and retained in one centralised place for ease of delegation across the company.

Cons

As with all software there are certain nuances to understand, however, these are generally easily addressed by training available from Process Bliss.

Pros

ease of use on mobile phone and user friendliness

Cons

the scheduled dates are automatically linked to the info put in

Pros

Very ease and intuitive to use. Once you have created your process you can see, in a ingle view, where this process is being run and how far through it the individual cases are. Great for checking where there are bottlenecks and potential improvements.

Cons

Development is not quite there for reporting yet e.g. analysis on days it takes for each step of a process or being able to export data around comments on the process.