SOP Management
Record how experts work. HEIDI extracts the steps, decisions, and exceptions—then generates versioned SOPs your entire team can find, follow, and improve.
Recording session
Voice + screen capture
AI extraction
Steps, decisions, exceptions
SOP generated
Versioned & shareable
Published to teams
Searchable knowledge hub
Open the claims portal and search for the case ID
Verify policy coverage matches the claim type
Update status and attach required evidence
faster onboarding
fewer errors
faster SOP creation
audit-ready
5 SOP formats
Choose the format that fits your team. From simple checklists to BPMN 2.0 process models—all generated from the same expert recording.
How it works
No manual writing. No stale documents. Capture real work, let AI structure it, and publish SOPs that stay up to date.
HEIDI captures voice and screen as the expert walks through the process. No templates, no forms—just do the work.
Steps, decision points, exceptions, and screenshots are extracted automatically. Review, refine, and approve in one click.
SOPs go live in a searchable hub. Teams follow them, and updates are captured the same way—keeping knowledge always current.
Capabilities
From creation to compliance, Process Designer covers the full lifecycle of standard operating procedures.
AI-powered generation
Voice + screen recordings are automatically turned into structured, step-by-step SOPs with screenshots and decision trees.
Version control
Every change is tracked. Compare versions, roll back when needed, and keep a complete audit trail.
Searchable SOP hub
Your entire SOP library in one place. Full-text search, tags, and AI-powered recommendations.
Living documents
SOPs stay current. When processes change, record the update and the SOP evolves—no manual rewrite.
Compliance & audit readiness
Built-in acknowledgment tracking, regulatory mapping, and exportable evidence packages.
Knowledge Graph integration
SOPs connect to your Operational Knowledge. See dependencies, impact, and related processes at a glance.
Turn any SOP into a narrated training video with an AI avatar. Choose from multiple characters, voices, and styles. The avatar walks new hires through each step—with screenshots from the original recording as picture-in-picture.
Send an onboarding invite and HEIDI walks the new team member through the SOP in a live session—with voice guidance, screen sharing, and real-time Q&A. It's like having a patient senior colleague available 24/7.
6 flowchart styles
Corporate
Navy & orange
Corporate Dark
Executive dark
Minimal
Clean B&W
Blueprint
Technical
Modern
Colorful gradients
Mermaid
Interactive code
Use cases
From onboarding to compliance, capture the knowledge that matters—and make it accessible to everyone.
Employee onboarding
New hires follow step-by-step SOPs from day one. Reduce onboarding time by 60% and ensure consistency across teams.
Regulatory compliance
SOPs with built-in version history and acknowledgment tracking satisfy auditors and regulators.
IT operations
Runbooks and incident response procedures, always current and searchable when you need them most.
Customer service
Consistent service delivery with SOPs that guide agents through complex cases and escalations.
Manufacturing & quality
Standardize production procedures and quality checks with visual, easy-to-follow SOPs.
Knowledge transfer
When experts leave, their knowledge stays. Captured and structured, not lost in someone's head.
Learn more about how Process Designer works and how it can help your organization.