Waybook logo

Waybook

by Waybook · Since 2020
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Active1+ countriesCloud
Quick facts
VendorWaybook
Year launched2020
StatusActive
LocationHeadquarters London, WC2B 4HN, GB
Countries served1+
Languages1
Integrations17+
Free tier
Free trialYES
Contact sales

About Waybook

Waybook is an onboarding and training platform from Waybook that helps build a playbook for the business. It includes all the training, onboarding, process documentation, and best practices in one place. Waybook provides easy-to-follow step-by-step modules for the processes, helps track progress, and lets test knowledge. This platform also provides integrations with other tools, customer stories for reference, and a linkbook feature to manage resources effectively. With its focus on documentation and training, Waybook supports organizations in aligning their teams on procedures and standards. Key capabilities: training modules process documentation progress tracking knowledge testing integrations Best for: businesses that need centralized onboarding and training solutions.

Waybook by Waybook is a robust and versatile Business Process Management (BPM) software designed to address the critical need for streamlined documentation and management of standard operating procedures (SOPs), policies, and training materials. The platform is particularly well-suited for organizations aiming to centralize their knowledge base, improve onboarding efficiency, and ensure consistency across operations. With its array of features, Waybook positions itself as an indispensable tool for businesses of all sizes, spanning industries such as IT services, healthcare, marketing, and law practices. One of the most compelling aspects of Waybook is its clean, intuitive user interface. The platform’s design emphasizes simplicity and usability, ensuring that users can navigate seamlessly without being overwhelmed by unnecessary elements. The dashboard is well-organized, providing easy access to core functionalities, while the drag-and-drop functionality for document creation makes it straightforward to build and manage content. A particularly innovative feature is its hierarchical document structure, which allows users to nest documents within categories. This approach not only keeps the knowledge base organized but also ensures that users can quickly locate specific pieces of information, enhancing productivity.

Pros & Cons

What users like
  • +• Easy to use and constantly updated with new, useful features.
  • +• Great customer support and helpful for team onboarding and training.
  • +• Intuitive app with flexible content insertion and quizzes.
  • +• Lifetime subscription was available through AppSumo making it very cost-effective.
  • +• Simple to deploy with almost zero training needed for team members.
  • +• Provides structure and guidance when building SOP's and guidelines.
What users flag
  • • Difficult to manage users who leave and share an email address.
  • • Limited features and some desired features may take time to develop.
  • • Document formatting is not ideal for printing client or employee letters.
  • • Bulk exporting of documents is not currently supported.
  • • PDF export experience could be smoother and more refined.

Features

Key features

1. Centralized Knowledge Base
A single source of truth for all training, onboarding, documentation, and best practices.
2. Fast Search
Employees can quickly find the information they need.
3. Process Standardization
Create a playbook for your business and standardize procedures.
4. Automated Onboarding
Onboard new hires efficiently and consistently.
5. Progress Tracking
Track team progress and test knowledge with quizzes.
6. Easy to Follow Modules
Break down complex processes into simple, structured workflows.
7. Multimedia Support
Add videos, images, GIFs, code snippets, checklists, maps, and more to make engaging documents.
8. Custom Branding
Maintain your brand identity within the platform.
9. Integrations
Connect Waybook with thousands of other tools.
10. AI Content Writer
Leverage AI to assist with content creation.

Additional features

1. Business Playbook Creation
This feature allows you to create a comprehensive guide for your entire business, outlining core values, processes, and best practices. This helps ensure everyone is aligned and working towards the same goals.
2. Employee Onboarding
Streamline the process of integrating new hires. This includes creating structured onboarding plans, providing essential training materials, and tracking their progress.
3. Compliance Training
Simplify the delivery and tracking of mandatory training on legal, regulatory, and internal policy requirements. This helps ensure your team stays compliant and minimizes risks.
4. Standard Operating Procedures (SOP) Management
A central hub to create, store, manage, and update your SOPs. This ensures consistency and efficiency in how tasks are performed across the organization.
5. Employee Handbook Creation and Sharing
Create a digital, easily updatable employee handbook that outlines company policies, benefits, expectations, and important information for all employees.
6. Knowledge Base
A centralized repository for all company knowledge, making it easy for employees to find answers to their questions, troubleshoot issues, and learn best practices.
7. Learning Management System (LMS)
Waybook functions as an LMS, offering tools to create, deliver, track, and manage training courses and educational content for your team.
8. Process Documentation
Document every step of your business processes, from simple tasks to complex workflows. This facilitates training, process improvement, and knowledge transfer.
9. User Experience & Accessibility
10. Fast Search
Enables users to quickly find the information they need within the platform using keywords and filters. This reduces wasted time and frustration.
11. Automated Onboarding
Automates many aspects of the onboarding process, such as assigning training modules, sending welcome emails, and tracking progress, saving HR and managers time.
12. Easy to Follow Step-by-Step Modules
Allows you to break down complex processes and training into smaller, more digestible steps. This makes learning easier and improves comprehension.
13. Tests & Quizzes
Assess employee understanding of training materials and processes with integrated tests and quizzes. This helps identify knowledge gaps and reinforce learning.
14. Progress Tracking
Monitor the progress of individual employees and teams through training modules and tasks. This allows managers to identify areas where additional support may be needed.
15. Multimedia Support (Videos, Images, GIFs, etc.)
Enhance the engagement and effectiveness of your documents by incorporating various media formats. This makes learning more interactive and caters to different learning styles.
16. Plan-Specific & Advanced Features
17. Unlimited Documents
There are no restrictions on the number of documents you can create within your Waybook account. (Likely available on paid plans)
18. 20 Team Members Included
The base plan likely includes access for 20 users.
19. Step Revisions
Track changes made to each step within a document, allowing for version control and a clear history of updates.
20. Custom Branding
Maintain your brand's visual identity by customizing the look and feel of your Waybook platform with your logo, colors, etc.
21. Integrations
Connect Waybook with other software tools you use, such as Slack, Google Workspace, or project management apps, to streamline workflows.
22. AI Content Writer
Leverage AI to help you write and edit content for your documents, saving time and effort.
23. PDF Exports
Export your documents as PDF files for offline access or sharing with external stakeholders.
24. External Document Sharing
Share specific documents with individuals outside your organization who don't have a Waybook account.
25. External Subject Sharing
Share entire subjects (collections of documents) with external users.
26. Audit Log
Track all activity within your Waybook account, including document edits, user logins, and other actions, for security and accountability.
27. SSO & Directory Sync
Enable Single Sign-On (SSO) for easier user login and synchronize user accounts with your existing directory (e.g., Active Directory).
28. Advanced Permissions
Granularly control user access to specific documents, subjects, and features within Waybook.
29. Advanced Due Dates
Set more complex due dates for tasks and training modules, such as recurring deadlines or deadlines based on user-specific criteria.
30. Enforce 2FA
Require users to use two-factor authentication for enhanced account security.
31. Free Data Migration
Waybook offers assistance with migrating your existing data from other platforms into Waybook. (Likely subject to conditions, indicated by the asterisk).
32. Enhanced Support
Access to priority customer support channels.
33. Dedicated Support
Assigned a dedicated account manager or support representative.
34. Bespoke Integrations
Custom-built integrations with specific software applications tailored to your needs.
35. GDPR Compliant
Waybook adheres to the General Data Protection Regulation (GDPR), ensuring the privacy and security of user data.
36. Secure
Implies that Waybook employs security measures to protect data from unauthorized access and breaches.
37. Single Sign On (SSO)
Allows users to log in to Waybook using their existing credentials from another system (e.g., Google, Microsoft), simplifying access.
38. Connect with 1000s of your favourite tools
This reiterates Waybook's ability to integrate with a vast ecosystem of other applications, automating workflows and improving data flow.

Pricing

Free trial
Free version
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Promo Offer

Monthly plans

Core

USD 99

Pro

USD 198

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD

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