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Turn knowledge and processes into clear, consistent ways of working that can be taught, managed, and improved.

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Welcome back John,
Tuesday, 15 September
Noticeboard3 new View all →
New expense policy, effective 1 October Announcement
Receipts over $75 now need a category code. The finance SOP has been updated and the old form retires on the 30th.
M. Kim · 2h ago 24 6
All-hands: Q3 close and Q4 targets10 Oct
Office closed for the public holidayFri
My tasks4 View all →
Update the go-live SOPQ4 Onboarding revampToday
Rewrite the welcome emailQ4 Onboarding revamp12 Oct
Collect manager feedbackSupport · shared board18 Oct
Your training View all →
New Hire Onboarding4 of 6 modules 60%
Data Handling 2026Mandatory · due Friday 25%
Escalation playbookNot started 0%
Needs your attention 8
Monthly site safety walkChecklist run · due 12 SepOverdue 3d
Data Handling 2026Mandatory trainingDue Friday
Refund policy SOP v4Waiting on your approval · 5dApprove
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📌Quarterly town hall9:30 AM · MeetToday
🎂Dana LinBirthday17 Sep
📌Office closedAll day18 Sep
2 more →
Notification Recent Recognition View all →
J. Reyes commentedRefund policy SOP v420m
D. Lin requested your approvalOnboarding process map1h
S. Okafor recognised you“rebuilt the refund runbook in an afternoon”3h
M. Kim assigned you a taskQ4 Onboarding revampYesterday

Avoid operational chaos

Your business is growing. It’s running on knowledge that only certain people have. You know you need to systemize its operations at some point, but you’re caught up in the day-to-day of running the business.

Most systemize when it's too late

Knowledge drain
The manager who knew everything resigns
Slow onboarding
New hire takes too long to get up to speed
Low bus factor
Business stalls when key people are absent
Inconsistent standards
Quality of work varies between people
Productivity loss
Hours wasted on duplicated or overlooked tasks
Compliance breach
Poor tracking creates regulatory gaps

Set the standard for your team

DECIDE

The standard itself: procedures, policies, the rules

What "done" looks like, and who signs it off

Which roles require training, and on what

Which evidence must be captured

EXECUTE

Who does the work, and when

The daily run of the procedure

The customers, the conditions, the day

Local judgment when reality differs from the procedure

How Wikidoc helps

Procedure

Supplier invoice approval

SOP-0412 · Finance

  1. Invoice lands in accounts@
  2. Match to PO and delivery note
  3. Code to job and account
  4. Approve - manager under $2,000
  5. Pay Friday, then file

Streamlined operations

Documented operating procedures ensure consistency, while workflows identify opportunities for process improvement.

Starting today

3 new hires enrolled

Cassy Okoro Accountant Invoice approval Expense policy
Ravi Sharma Operations Lead Site safety Supplier onboarding
Janine Beck HR Manager Interview process Right-to-work

Faster onboarding

New hires are auto-enrolled in their role's training program the day they join. No 100-pages long PDF but interactive learning courses.

Compliance

Cash handling

SOP-0118 · Store operations

Written
Trained
Tracked
Version
v4 · current
Staff trained
18 of 18
Logged this week
63 runs
Last audit
2 days ago

Managed risk

Procedures documented, teams trained on them, and every task execution tracked, so compliance risk stays under control.

Key features

NoticeboardEveryone · Acme Operations
New expense policyAnnouncement
M. Kim · emailed to 128 members
October2 events
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Noticeboard

Company wide announcements and events live in the feed with a month calendar, so every notice reaches the whole organisation.
Refund policy SOPOperations / Onboarding / SOP
Step 3 of 6
Auto-captured screenshot

Documentation

Record your screen or upload a video. AI drafts the standard operating procedures with screenshots, GIFs, narrted videos, slides, and quizzes.
Refund handlingProcess map / BPMN
Receive request
Verify order & amount
>$500?
yes
Manager approval
no
Review details

Process map

Process description texts become BPMN-style flowcharts with gateways, subprocesses, and validation - exportable and embeddable anywhere.
Q4 Onboarding revampTeam board · Support
To do2
Rewrite welcome email
12 Oct
Collect manager feedback
In progress2
Update the go-live SOP
3
Record the handover walkthrough
14 Oct
Done2
Audit current checklist
Done
Map the current refund flow
Done

Task

Kanban boards at five scopes carry cards with dates, assignees, files, and comments, plus a link to the SOP, checklist run, or KPI the work is actually about.
Go-live checklistRun · Customer Onboarding
Security review signed off09:41
DPA filed10:02
Admin accounts provisioned10:15
Runbook approved by ops
Escalation contacts confirmed

Checklist

Every checklist run is timestamped, providing evidence that the procedure was actually followed by assignees.
Refunds 101Training / Module
Read the SOP
6 min
Watch walkthrough
4 min · AI-narrated
Slides
12 cards
Pass the quiz
80% to certify

Training module

Bundle docs, videos, slides, and quizzes into bite-size lessons. Export SCORM 1.2 for any external LMS.
New Hire OnboardingProgram · a.silva
Company policiesdone
Helpdesk fundamentals98%
Escalation playbookin progress
Final assessmentlocked
60%

Training program

Sequence modules into role-based tracks. New hires are auto-enrolled with due dates and earn certificates on completion.
J. Reyes · H2 reviewCycle H2 2026 · awaiting manager
Org Support Individual
First response under 2h
88%
Obligations current
100%
Evidence pulled automatically
Assigned modules12 / 12
Checklist on-time94%
Policy attestations4 signed

Performance

KPIs cascade from the organisation down to the individual and self ratings move through manager review on scheduled cycles.
RecognitionSeptember · 7 of 10 points left
J. Reyes recognised D. Lin for rebuilding the refund runbook.
3 points 18 endorsements
Leaderboard · this quarter
1D. Lin41
2M. Kim36
3S. Okafor29

Recognition

Everyone gets 10 points a month to spend recognising colleagues in public, and those posts carry forward into the leaderboard, the awards, and the review card.
Acme Certification Centerportal/acme-cert · published
Site safety SOP
read receipt on
Inspector cert
3 modules · quiz
Certificate issued — verify/8F3A-92C1

Client portal

A branded site for clients, auditors, and partners. Guests train without joining your org and earn certificates anyone can verify.
New Hire OnboardingAnalytics · last 30 days
Completion by team74% avg
128 enrolled · 6 overdue
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94
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SALESSUPPOPSENGFIN

Analytics

Completion rates, quiz scores, and overdue training in one dashboard - the audit trail your team keeps asking for.
Org mapPeople
PeopleToolPolicyAssetProvider
M. KimCEO
J. ReyesSupport
D. LinFinance

Org map

One map of everything your organisation runs on: people, tools, policies, assets and providers, showing how they connect and who is accountable for each part.

What to expect

Workflows with less friction

Consistency
Everyone knows what to do and follows the same standard.
Visibility
Leadership knows what is happening across the business.
Faster enablement
Get people trained, capable and productive faster.
Reduced dependency
Stops relying on a few people to remember how everything works.
Managed risk
Know what's required, ensure it's followed, and have evidence.
Scale
Grow the business without operational chaos.

Wikidoc - The Operating Layer

Standards· Training· Execution· Evidence
Your stack · where the work happens
POS
Booking
Practice mgmt
CRM
Project
Rostering
Payroll
Accounting
Wikidoc doesn't take orders, book appointments, or run payroll. It's the blueprint that defines how your systems, processes, people, and policies work together.

Timeline

Your first 30 days

DAYS 1 - 5
Key procedures
Pick the tasks that cost you most when done wrong. Record walkthroughs of them done right. Publish the processes, SOPs, and checklists.
DAYS 6 - 14
Execution
Everyone who runs that procedure runs the checklist. You'll learn more in ten days of real sign-offs than in a year of asking how it's going.
Days 15 - 30
Training
New hires are auto-enrolled and certified before they work unsupervised. Analytics shows where the drift is and it's usually not where you'd guess.
AFTER
Standardize
Standardize operations, maintain quality of work, continuously evaluate key workflows for improvement, and scale capacity as needed.

Who use Wikidoc

Some of SMEs we work with

Fitness Studio

Site-safety procedures every instructor must read, attest to, and certify before day one, with timestamped evidence of completion.

Food Service

Daily opening and closing checklists, with refrigeration temps and cash counts timestamped, health-inspector-ready without a binder.

Professional Service

Every new hire gets enrolled in training programs covering processes, org charts, tools, and relevant policies without having to ask in Teams.

Personal Care

Manage equipment maintenance, hygiene, and infection logs to meet government compliance standards.
Undocumented Documented
Every process, in one place

Productivity

90%

Improved productivity due to systemized operations.

Simple, transparent
pricing.

Start free forever. Try our paid plan free for 14 days, no credit card required. Compare all features ->

Free

For your first processes

$0 forever

3 docs, maps, slides & quizzes · 3 training modules · 5 languages · 3GB

Pro

For power users

$12.50 / month

$10 / mo billed annually

Unlimited content & modules · 4K export · 15+ languages · version history · 30GB

Team ( 5+ users )

For orgs that train & get audited

$10 / month

$8 / mo billed annually

Everything in Pro · training programs & analytics · org map & announcements · performance reviews & recognition · task boards · approvals & compliance checklists · portals

All prices in USD. Team plan covers your whole workspace. Storage scales per member.

Strategy call

Book a free strategy call to discover how to systemize your business operations.

Thanks for your interest in our product. We’ll be in touch via email to schedule a demo session.
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Common questions

What does Wikidoc actually do?

Wikidoc is a single platform for documenting, buildling, deploying, and maintaining the processes, knowledge, and information that keeps your business running reliably.

We help SMBs turn the way they work into a documented, repeatable, and teachable system.

How does Wikidoc turn a video into documentation?

Our AI analyzes the on-screen actions and drafts a step-by-step guide with captured screenshots, plus an optional AI-narrated video, slides, and quiz from the same source.

How is Wikidoc different from a screen-recorder doc tool or an LMS?

Point tools each keep one fragment of the record - the doc, the course, the checklist run - and the evidence chain breaks between them. In Wikidoc the capture, the approval, the training completion, and the timestamped run are one linked record, so nothing gets stitched together by hand when the auditor asks.

Training module vs. program - what is the difference?

A module is one unit of learning (a doc plus a quiz, say). A program sequences modules into a track like "New Hire Onboarding," with role-based auto-enrollment, due dates, and a certificate at the end.

Can I use Wikidoc content in my existing LMS?

Yes, training modules export as SCORM 1.2 packages, compatible with virtually every LMS. Or skip the LMS and share through Wikidoc portals.

Can people outside my organization take our training?

Yes, publish a portal and share it with clients, auditors, or partners. They sign in with just an email, complete training as guests without joining your org or taking a seat, and earn certificates anyone can verify at a public URL. Portals are included in the Team plan.

What happens after the 14-day free trial?

If you don't upgrade, your account moves to the Free plan and all your content stays intact. No credit card detail is required to redeem the free trial so you won't be charged when it's over.

How secure is my data?

Your data is encrypted and stored securely on Google Cloud. Deleted data is soft-deleted for 30 days before permanent removal, or you can request immediate, permanent deletion.

Systemize your business operations