Patterns turns the work your team does into step-by-step SOPs. Updated automatically every week.
Install once and forget. No writing or recording SOPs
How your techs handle every client, written down and kept current. New techs close tickets sooner, and senior techs stop getting interrupted.
Your renewals, endorsements and carrier quirks, documented. New CSRs get up to speed without weeks of shadowing.
Maybe you wrote your SOPs two years ago. Maybe they’re still on the to-do list. Either way, a client switched systems, a carrier changed its portal, and your best person found a faster way. And nobody has time to rewrite them.
Fix the docs and you break the loop. That’s what Patterns does.
Add Patterns to your team’s computers, one at a time or in bulk. It works in the background across their browser and desktop apps, and ignores anything that isn’t work.
Any task your team does at least twice becomes a clear, step-by-step SOP, based on the best way your team does it. Names, emails, policy numbers and passwords are redacted.
New steps and variations are added weekly. Approve each change or set it to auto-approve. Every version is saved, so you can edit or roll back anytime.
Patterns learns each task from start to finish, across every app it touches, with nothing to integrate. So every SOP matches how the work really gets done.
Because your SOPs match this week’s work, new hires can actually learn from them. Less shadowing, fewer missed steps.
When someone leaves, the way they did the work is already written down, variations included.
Accurate docs show exactly where the hours go. Patterns ranks what to automate, and our team can build it for you.
| Writing SOPs yourself | Patterns |
|---|---|
| Your best people lose hours writing | Nobody writes anything |
| Out of date within weeks | Updated every week |
| Variations never get written down | Variations added automatically |
| Nobody knows which version is right | One current version, with full history |
Tried Scribe or Tango? They still need someone to hit record, every time the process changes. Patterns doesn’t.
A quick estimate of what onboarding and repeat questions cost you each year.
Retraining and repeat questions cost you about $25,600 a year. Patterns for your team: $4,500 a year.
Assumes new hires are about half as productive while ramping.
Once your SOPs are current, Patterns shows exactly where the time goes: your repetitive tasks, ranked by the hours they cost each month. Want them automated? Our team can build them for you, quoted up front.
Names, emails, policy numbers and passwords are stripped from every SOP.
You see which team or department did a task, never which person.
Staff can pause capture anytime and block sites. Non-work activity is ignored by default.
No. Once installed, Patterns runs in the background. They can pause it anytime.
Scribe documents a process when someone records it. Patterns documents every task your team repeats on its own, and updates the SOPs every week.
Patterns notes the steps people take in their work apps so it can write SOPs. The data is anonymous: you see which team or department did a task, never which person. It isn’t used to score or rank anyone, and non-work activity is ignored.
What it does and what it doesn’t: it writes SOPs from work tasks, it’s anonymous, and they can pause it anytime. If you’re in Ontario with 25 or more employees, add Patterns to your written electronic monitoring policy and share it with staff.
Names, emails, policy numbers and passwords are redacted from every SOP.
Yes. Edit any SOP, approve weekly changes or auto-approve them, and roll back to any earlier version.
In Patterns, with PDF export today. Integrations with IT Glue, Hudu, SharePoint and Google Drive are in development.
Within 7 days. A task needs to be done at least twice to be documented, so daily tasks show up first and less frequent ones as they happen.
Regular price: $50 $25 USD per seat per month on early access. Start free with up to 3 seats.