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The easiest way for teams running on EOS to document processes

Use Whale to document processes and centralize them in a single source of truth — so you can easily train and set your team up for success.

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Offer clarity to your team

Disorganized processes are one of the top 10 employee pain points, with a whopping 67% (Nintex) of employees saying their company’s broken processes prevent them from maximizing their potential.

Inadequate knowledge and employee training hinder workplace potential.

Starting using Whale today to create SOP & Process Documentation and centralize them in a single source of truth — so you can unlock the potential of your team with the documentation they need to succeed!

Document, train and manage in one simple platform

Microsoft Office 365 and Google Drive are highly popular cloud storage platforms used for documentation and efficient employee training processes. Additionally, businesses often utilize collaboration tools like Slack for streamlined communication within their teams while utilizing the

Without Whale

  • SOPs are disorganised & scattered
  • SOPs are always out-of-date
  • SOPs are hard to access and find
  • SOPs aren't followed by teams
A blue screen displaying a smiley face - a visual representation often used in employee training to depict positive outcomes and reinforce standard operating procedures (SOPs) and streamlined processes.

With Whale

  • SOPs are centralized
  • SOPs are regularly reviewed
  • SOPs are always at your teams fingertips
  • SOPs are followed by everyone

Documenting SOPs with Whale is simply easier

Discover all of these features in our platform that were designed for you to minimize time and effort spent on documenting your processes, procedures and policies.

Start from pre-built SOP templates

Find hundreds of process, SOP and policy templates in the platform to get you started immediately. Many of your processes shouldn’t be written from scratch, simply tweak standard templates to fit your specific company’s way of doing things.

A screen displaying the template gallery, a comprehensive collection of SOPs and knowledge documentation.
A screen with a button that says create a ticket for efficient knowledge sharing through employee training and SOPs.

Generate new SOPs with AI

Whale allows you to create new documentation by inputting the topic, industry and level of detail, which will save you tons of time. Generating an SOP and adding your own nuances shouldn’t take you more than 5 minutes total.

Assign ownership and keep SOPs up-to-date

Engage your experts to keep all your documentation relevant with the built-in ownership and review system.

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A screen with a search button on it for easy access to knowledge and processes documentation.

No longer lose time searching for SOPs

Easily find the information you need with the full text search. Don’t send your team on a scavenger hunt in presentations and manuals on Drive or Sharepoint.

Unlock your next level of growth with process documentation​

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A computer screen displaying a comprehensive list of tasks for employee training and enhancing knowledge on standard operating procedures (SOPs).

Train your team with SOPS Quizzes

Use SOPs to train new hires on how you want things done and reduce ramp up time with at least 25%.

Use automated training flows

You can put together tailor-made training journeys for different roles and different phases (eg. onboarding processes vs. yearly training) so that you free up more time for what’s truly important.

A computer screen displaying a list of tasks, providing employees with clear documentation and aiding in their training through standard operating procedures (SOPs).
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Reinforce your SOPs within your existing tools

Surface relevant SOPs in your team’s software and websites with Whale’s powerful browser extension.

No - SOPs do not have to be boring

Our editor packs a punch when it comes to creating actionable SOPs. From our built-in screen recorder to a GIF library and native integrations with Google Drive and OneDrive—there’s something for everyone!

A tablet with a screen displaying a page showcasing employee training processes and SOPs, emphasizing the importance of making big splashes.

Our SOP and training experts...​

A group of people smiling while documenting processes during employee training, with a blue background.

...will help you get started in less time than you could imagine

...even if you already have SOPs

our team will migrate and optimize your content into an organized single source of truth.

...even if you don’t have the time

our experts will teach you our proven framework for creating impactful SOPs with little overhead.

Never stare at a blank page again

Pick on of our popular templates and reduce your documentation time drastically.

A blue-framed icon of an orange and white target with an arrow in the bullseye, symbolizing precise employee training. Orange decorative accents are around the frame.

Sales Process

Ensure that your organization’s products or services are effectively sold to customers, while maintaining strong customer relationships and generating additional sales opportunities

Read more...
View all templates

Frequently Asked Questions

How can Whale help me get the process component done?

We offer a variety of options to help you get started. And it’s easier than you think! Take advantage of our migration service for all your current content or take advantage of our 1-on-1 coaching and training services?

Don’t have any current content? We work with various partners who can help you create the processes your business needs and will utilize to grow.

Does Whale offer integrations?

Yes! You can connect over 1000+ tools with Whale through our Zapier integration, making it a breeze to work with other tools you already use.

Is there customer support?

We were awarded the number one position in not one but three categories on G2 in 2022 alone including onboarding, training management systems, and standard operating procedures!

 

This includes being rated:

#1🏆 for Ease of Setup

#1🏆 for Quality of Support

#1🏆 for Ease of Use

Your first step in getting your teams on the same page

And keeping them there.

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