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Include everyone – close the knowledge gap

Most process tools are either hard to use, even for trained experts, or a flexible mess.

At ShiftX we create a process tool that can be used by anyone. Because only by enabling everyone to take part can you get a picture of your organizations actual processes and workflows, and how they are connected.

Collaborate with your colleagues to map out the as-is workflows at your workplace, finding out how you can improve the to-be.

What ShiftX does?Why we build ShiftX the way we doHow ShiftX works

What ShiftX does?

Some think of ShiftX as a place where they map out their internal processes, who are supposed to do what when, and how workflows are connected throughout the workplace. Others use us more as a customer journey tool, mapping out important touchpoints, systems, actors, and issues. 
 Common to all use is that ShiftX creates a single source of truth for the processes that are important to you.

Why should you want to use ShiftX?

  • Single source of truth for all workflows across sectors and departments.
  • A collaborative tool that makes workshops for internal processes, workflows, and customer journeys self-documenting.
  • Include everyone at work – anyone can use it, no certification or training needed.
  • Control the as-is situation to see how you can optimize to-be scenarios.

Anyone can start using ShiftX, but these are the roles that have benefitted the most this far:

  • Business developers
  • Digitalization and innovation executives
  • HR and Process professionals
  • Service designers

Why we build ShiftX the way we do

We make the most user-friendly process tool to help people create inclusive and effective workplaces where everyone shares the same process truth. And even though we continually improve the tool, some things will never change.

Users first

We believe in user-friendliness, for real. If you want to design and create something that is meant to be used by anyone, you have to test that it actually can be used and understood by anyone. We use Shipright to make it easy for users to give us product feedback. And we keep an open roadmap to make it transparent what we are currently working on.

Opinionated software

Making software, you always have the choice of where to put it on the “Flexibility vs. Opinionated”-scale. Should our software users be met with open sandboxes where they can play around with total freedom and create whatever they want? Or should we create a more restricted space, helping users along the way, doing some of the heavy lifting “backstage”? We have chosen the latter. In a planning and mapping tool, full flexibility often ends with every team member creating their structure and way to work. Which again means chaos. We don’t want that.

Collaboration is key

If you want your process visualization and documentation to mirror the real world truly, you have to let the people participate in the mapping. At least that is our opinion. That is why we think a process tool should be so easy to use you can let any one of your colleagues on board without having to train them. And the workshops you facilitate can happen as digital, self-documenting ones. The ones where you do not end up with 10 meters of paper roll with post-its on them – the ones none of us really like.

Everything is data

There are a lot of drawing tools out there. Some use Microsoft Visio or Miro to
 draw out a visualization of their processes and workflows. This probably gets them somewhat down the road in documenting, showing, and explaining the how and the who in how they work. But we believe the actual value lies in the data, a value that is lost if you use a “simple” drawing tool. All actors, issues, and processes you map out in ShiftX are stored as data and accessible throughout your workspace.

How ShiftX works

Using ShiftX is like writing a story on how your processes and workflows work today, as-is, and creating some versions documenting how you want them to be in the future. But with ShiftX, you are not left alone with the writing – all of your colleagues (ideally) chip in with their perspective. Together you mold out the single source of truth, documenting your sales processes, onboarding processes, customer dialogues, and all the other processes you need to collaborate on structuring.

As in real life, every flow (or process, if you like) has a start and an end. In between, you can create as many:

  • Steps (an activity, a task, or an event)
  • Splits (splitting up the path into two or more paths)
  • References (a subflow of your flow)

... as you like, to best mirror your flow. These flows can be spread throughout your workplace, destroying the silos of departments, closing the knowledge gap.

One step at a time

Steps are the activities, tasks, and events that together make up your whole process. It can be where sales books a meeting, a new employee meets her/his new boss, or another event with touchpoints between humans and/or systems.

To get the most out of your visualization and ShiftX as a tool for collaboration and shared understanding, you tell the story of your process or workflow through each steps narrative field. This way, all your colleagues can tune in on the story that is your workflow or process.

One step at a time

Control your issues

With ShiftX, you visually mirror the real-life processes at your work. That includes all the issues you need to work with – either they are pain points or suggestions for improvement.

Mapping issues is a central part of using ShiftX the right way. Getting all the issues in your, a colleague's, or the team's flows gives you a good overview of what you need to do. This will help you discover issues that lie ahead and make cooperating with your colleagues a lot easier.

Control your issues

Versions – a history of processes

When publishing a flow in ShiftX, you actually create a version of that flow. You can later alter the version, publish again, and suddenly you have two versions of the same flow. It's magic!

Well, not quite magic, but you will probably find that it comes in handy the day you want to look back at how you did onboarding, reporting, or [insert one of your other flows] back in 2019.

Versions – a history of processes

See for yourself

Sign up for a free 30-minute demo to learn how you can get the most out of ShiftX