Asset management is built on precision, compliance, and operational scale. But when it comes to documenting internal processes, most firms are stuck using outdated tools that fail to keep up with complexity. Fluency provides intelligent, real-time asset management documentation - automatically capturing workflows and turning them into structured SOPs, with no disruption to your existing systems. Whether you're onboarding clients, maintaining compliance, or managing investment operations across multiple offices, Fluency gives your teams clear, accurate documentation without the manual effort. Operations teams in asset management are often tasked with documenting: - Client onboarding procedures - Compliance workflows - Software platform usage - Internal control processes - Investment committee decisions But most firms still rely on Word documents, SharePoint folders, or email threads to manage this critical information. These manual methods are time-consuming, prone to version drift, and difficult to audit. The result? Teams spend hours creating software asset management process documents that are already outdated by the time they're shared. That's not scalable - or secure. Fluency changes how documentation is created in asset management firms. Using our platform, teams capture digital and physical processes as they happen. Fluency then automatically turns those actions into structured SOPs, complete with: - Clear, step-by-step actions - Annotated screenshots - Business logic for context - Centralised version history This means you don't just capture the "how" - you document the "why," giving every team member clarity and control across processes and departments. Asset managers use Fluency to document high-value, high-risk workflows that demand consistency, compliance, and speed. Map onboarding across platforms like CRMs, compliance systems, and back-office tools - ensuring standardisation across teams and regions. Document processes around trade execution, settlements, NAV calculations, and reporting cycles to reduce variability and improve audit readiness. Capture institutional expertise before key team members exit - especially across investment operations, middle office, and client services. Demonstrate procedural consistency in risk mitigation and oversight processes - helping you stay ahead of regulatory scrutiny. Create software asset management process documents that guide teams on how to use internal systems - whether proprietary or vendor-based. <<CTA>> Fluency is built for firms navigating complexity - especially those with: - Onshore and offshore teams - Multiple office locations - Regulatory obligations across jurisdictions - Rapid growth or transformation projects Whether you manage 50 staff or 500, Fluency ensures your asset management documentation is accurate, accessible, and auditable - without introducing friction. In asset management, protecting data and meeting compliance standards is critical. Fluency delivers: - SOC 2 Type I & II certification - End-to-end encryption in transit and at rest - Role-based access controls - Automatic redaction of sensitive information (e.g. passwords, PII) - Full audit trails and document histories - Australian data residency for firms with local compliance needs Capture workflows once and let Fluency generate production-ready SOPs. Everyone sees the same process - no matter the location. Ensure all procedures are tracked, timestamped, and easily accessible during internal or external audits. Document your playbook as you grow, so processes don't fall behind expansion. Fluency is more than documentation software - it's an operational clarity tool for asset managers. By automating how you capture, create, and update your internal SOPs, Fluency reduces manual effort, preserves institutional knowledge, and gives your teams the tools to scale efficiently and securely. In a world where process gaps create risk, Fluency ensures your operations are fully documented, compliant, and ready for what's next.
In today's banking environment, documenting processes accurately is critical - but it's often treated as an afterthought. Whether it's customer onboarding, transaction monitoring, internal audits or regulatory compliance, banks need precise, repeatable procedures. Yet most teams are still creating SOPs manually - using static documents that quickly become outdated or inaccessible. Fluency delivers banking financial document automation that transforms how standard operating procedures are created, maintained, and accessed. Built for operational and compliance teams, Fluency captures workflows as they happen - turning them into structured SOPs in minutes, not hours. Banks deal with complex, multi-step processes that span departments and systems - often with localised variations. But traditional methods of documenting these processes are time-consuming and error-prone. Common issues include: - Staff manually updating Word or Excel templates - Inconsistent formats across branches or teams - Limited visibility into current versions of SOPs - High risk of process drift and audit non-compliance As the pace of change accelerates - driven by new regulations, digital transformation, and remote operations - banks can't afford fragmented documentation practices. SOP banking automation is the structured capture and generation of internal procedures using intelligent tools. With Fluency, every documented process includes: - Step-by-step instructions tied to real-time activity - Annotated screenshots and interface details - The underlying business logic behind each step - Centralised version control and access management This isn't just automation for documentation - it's a new model for operational clarity. SOPs are no longer created reactively; they're built into your workflows, automatically. Banks use Fluency across a wide range of operational and compliance tasks. Popular use cases include: Standardise how accounts are opened across regions and business units. Fluency helps reduce onboarding time and ensures KYC/AML compliance procedures are followed every time. Document key controls and recurring checks with full transparency - making audit preparation faster and reducing the risk of missed steps or undocumented changes. Capture loan origination processes from submission through approval and funding. Ensure all actions are recorded and repeatable across branches. As new systems or processes are rolled out across your bank, use Fluency to create training-ready SOPs without slowing down operations. <<CTA>> Fluency was designed with financial institutions in mind. That means: - No integrations or changes to your existing tech stack - Works across legacy banking systems and cloud platforms - Role-based access controls for sensitive workflows - Audit trails and full version histories for every SOP - Australian data sovereignty and enterprise-grade encryption We support banks navigating both internal governance and external regulation, making it easier to meet compliance standards without additional admin burden. Implementing banking financial document automation with Fluency delivers measurable impact: SOPs are created passively while work is done - no manual write-ups needed. Ensure every process is consistently documented and traceable. Maintain alignment across time zones and jurisdictions. Institutional knowledge isn't lost when people leave - it's captured and searchable. Reduce risk and variation between branches or departments. Fluency is the go-to platform for banks looking to modernise their operations without increasing overhead. By automating how SOPs are created and maintained, banks gain greater control, clarity, and confidence in their day-to-day processes. In a sector where even minor errors can lead to regulatory breaches or reputational damage, Fluency provides the assurance that procedures are documented, accessible, and up to date.
Capture real-time tasks, automate documentation, and ensure safety compliance - making your team more efficient, consistent, and productive. The construction industry demands precision, safety, and organisation. Whether managing site inspections, handling equipment maintenance, or training staff, Fluency ensures every task is documented and executed consistently. By automating workflows and creating step-by-step guides from physical tasks, Fluency helps your team focus on what matters most - delivering high-quality results safely and on time. Construction teams face a unique set of challenges that Fluency is designed to solve: - **Manual Documentation**: Tracking processes, safety checks, and equipment usage can be slow and error-prone when done manually. Fluency eliminates this with automated, real-time documentation, ensuring that everything is captured accurately without taking time away from on-site work. - **Compliance and Safety**: Keeping up with regulatory standards, from safety inspections to equipment handling, requires constant vigilance. Fluency helps you stay on top of safety procedures and compliance by creating automatic guides that ensure your team follows required protocols every time. - **Inconsistent Workflows**: Without standard operating procedures (SOPs) in place, tasks are often performed differently by different workers or across shifts, leading to inefficiencies and mistakes. Fluency standardises all workflows, ensuring every team member follows the same procedures, improving quality and consistency. - **Training and Onboarding**: New hires need clear, efficient training on complex procedures and equipment. Fluency makes onboarding easier by providing real-time, task-specific guides that show new team members exactly how to perform each job correctly from day one. Fluency makes your operations more efficient by turning physical tasks into structured, easy-to-follow guides: - **Capture Real-Time Tasks**: Whether it's site inspections, machinery maintenance, or safety checks, Fluency automatically records tasks as they happen and generates detailed guides that your team can follow, reducing errors and improving accuracy. - **Standardise Workflows**: Fluency ensures your team follows the same procedures for every task, from equipment setup to safety checks. This standardisation improves consistency, reduces mistakes, and ensures compliance with safety and quality standards. - **Speed Up Training and Onboarding**: Fluency's step-by-step guides make it easier for new hires to get up to speed quickly. They can learn by following real-time guides, improving knowledge retention and reducing training time. - **Improve Safety and Compliance**: Fluency helps your team comply with safety regulations by providing clear, accessible guides for safety protocols and equipment handling. This ensures all tasks are completed with safety in mind, reducing risk and improving compliance. - **Save Time on Documentation**: Automate the creation of SOPs, safety checklists, and maintenance logs, eliminating manual documentation and freeing up your team to focus on critical tasks. - **Enhance Safety Compliance**: Fluency ensures your team follows safety protocols accurately, reducing risks and making audits easier to manage. - **Increase Consistency Across Tasks**: Standardise workflows across your team, ensuring that tasks are completed in the same way every time, improving quality and reducing mistakes. - **Streamline Training**: New hires can access clear, task-specific guides to learn on the job, reducing the time and resources spent on training and ensuring consistency. - **Boost Productivity**: Fluency helps your team work more efficiently by automating documentation, improving training, and ensuring that tasks are completed accurately and consistently, leading to faster project completion. <<CTA>> Fluency is ideal for a wide range of tasks in construction, including: - **Safety Inspections**: Document and standardise safety checks, ensuring compliance with regulations and reducing risk on site. - **Equipment Maintenance**: Create step-by-step guides for equipment setup, operation, and maintenance, ensuring optimal performance and reducing downtime. - **Quality Control**: Standardise quality control checks, ensuring consistent results and compliance with industry standards. - **Inventory Management**: Track materials, tools, and equipment, ensuring they are used efficiently and reducing waste or loss. - **Site Preparation and Setup**: Document and standardise site setup procedures, ensuring a smooth, organised start to every project. Fluency helps your team automate documentation, improve compliance, and standardise processes - saving time, reducing errors, and boosting efficiency across every stage of your construction project. Let Fluency handle the documentation, so your team can focus on getting the job done right. Book a demo today and see how Fluency can streamline your construction operations.
Onboard, train, and support clients more effectively and efficiently with Fluency's auto-generated guides. Customer-facing teams - whether in support, customer success, or training - are the heart of client interactions. But with a growing number of client questions, onboarding requests, and training sessions, it's easy to feel overwhelmed. Fluency's document automation platform gives you a lifeline, enabling your team to create step-by-step guides in minutes, reducing repetitive tasks and empowering clients to get the help they need - whenever they need it. Customer-facing teams often face these challenges: - **Answering the Same Questions Repeatedly**: Clients have questions that come up over and over, creating frustration and unnecessary workload. - **Training Delays**: Delivering consistent, effective training to all clients, especially when time is tight, can be challenging. - **Onboarding Bottlenecks**: With new clients, you need a fast, scalable way to ensure they're up to speed without overloading your team. With Fluency, you can automate these processes, freeing up valuable time while ensuring consistent, high-quality service. - **Auto-Generated Step-by-Step Guides**: Fluency captures workflows as they happen, automatically creating guides that show clients exactly what to do - complete with text and visuals. - **Reduce Training Time**: Rather than spending hours explaining tasks, you can send clients detailed guides that walk them through the process at their own pace. Onboarding and training become streamlined and more effective. - **Instant Access to Resources**: Clients can access their guides anytime, reducing their dependence on your team for answers. Whether they need help with a system setup or using your product, Fluency's guides are available 24/7. Fluency changes how your customer-facing teams work, helping them deliver faster, more effective service while cutting down on time spent repeating the same tasks. - **Increase Training Effectiveness**: Scale your customer training without needing to run the same session over and over. Fluency helps you deliver consistent, clear training resources at the click of a button. - **Cut Customer Support Time**: Reduce the time spent answering repetitive questions. With Fluency, clients can access step-by-step guides and find the answers they need themselves, improving efficiency and empowering them to resolve issues independently. - **Boost Customer Adoption**: Help even the least tech-savvy clients navigate your product with easy-to-follow, visual guides. Fluency ensures every client can master your product, increasing satisfaction and engagement. - **Standardised Onboarding**: Ensure new clients receive the same high-quality experience with uniform, automatically updated onboarding documents. Fluency simplifies the process of distributing these documents, making onboarding more efficient. - **Reduce Repetitive Tasks**: Fluency enables your team to send guides instead of scheduling countless one-on-one training sessions, cutting down on the time spent training and answering questions. This frees up your team to focus on providing proactive support and improving the overall client experience. <<CTA>> - **Capture**: Start by recording any task or process, whether digital or physical. - **Automate**: Fluency auto-generates a guide, capturing each step and the rationale behind it. This means clients get not only the "how" but the "why". - **Share**: Distribute the guides with your clients, ensuring they can access the information when they need it. - **Update**: Keep your guides current with minimal effort - whenever your processes evolve, Fluency updates the guides instantly. Ready to transform your customer support, training, and onboarding processes? Fluency is here to help you provide white glove service with less effort, more efficiency, and greater client satisfaction. Book a Demo and see how Fluency can streamline your customer-facing workflows.
Manual documentation in financial services isn't just inefficient - it's a risk. Whether it's onboarding workflows, compliance procedures, or investment operations, most financial organisations still rely on outdated tools to capture and manage process documentation. The result? Inconsistency across teams, reduced transparency, and elevated compliance costs. Fluency was purpose-built to solve this. We provide automated document processing for financial services, enabling operations teams to capture and structure complex workflows in real time - without relying on Word docs, screenshots, or screen recorders. In finance, the stakes are high. Errors in documentation can lead to: - Failed audits - Delayed client onboarding - Miscommunication between onshore and offshore teams - Gaps in regulatory compliance As financial institutions scale, so do their processes. With teams spread across jurisdictions and regulatory expectations increasing, firms can no longer afford manual SOP creation or knowledge trapped in silos. Fluency addresses this head-on with a system designed for financial operations leaders, risk and compliance officers, and business analysts - those responsible for ensuring that the right processes are followed, documented, and auditable. Our platform captures workflows as they happen - whether on-screen or in physical environments - and turns them into structured SOPs in minutes. Each document includes: - Step-by-step instructions - Annotated visuals - Business logic that explains the "why" behind each action This isn't screen recording. This is structured, version-controlled documentation that scales across teams and systems. It's automated document processing for financial services teams who need clarity, speed, and accountability. Fluency supports mid-sized financial firms - particularly asset managers, FinTechs, and advisory firms - looking to: - Standardise operations across offices and regions - Improve audit readiness with traceable, consistent documentation - Speed up employee onboarding without relying on shadowing - Reduce operational risk by eliminating knowledge gaps Your teams can request documentation from subject matter experts, collaborate on revisions, and store every version in a searchable knowledge vault - all with built-in access controls and Australian data residency. <<CTA>> Some of the most common ways financial firms use Fluency include: - **Client onboarding procedures**: Capture step-by-step processes for setting up new clients across CRM, compliance, and back-office systems. - **Regulatory reporting**: Document workflows for creating financial reports, verifying data, and ensuring approvals are traceable and standardised. - **Trade settlement processes**: Ensure consistency in the way trades are booked, reviewed, and cleared - minimising operational errors. - **Cybersecurity and IT controls**: Automatically document routine security checks, patching workflows, or incident response procedures for audit compliance. All of this happens without the need for integrations, special setup, or system disruption. Financial services operate in a tightly regulated environment. Fluency meets these expectations with enterprise-grade security, including: - SOC 2 Type I & II certification - End-to-end encryption - Automatic redaction of personally identifiable information (PII) - Role-based access controls - Australian data sovereignty - Regular third-party penetration testing Fluency is more than a tool - it's infrastructure for process clarity. With our platform, financial organisations reduce documentation time by up to 95%, improve compliance readiness, and protect institutional knowledge - without burdening operational teams. We built Fluency to meet the needs of teams like yours - where the cost of inaccuracy is high and the need for structured documentation is critical.
Automate patient care documentation, improve safety compliance, and streamline workflows with ease. In healthcare, every minute counts. Whether you're documenting patient care, managing medical equipment, or adhering to safety protocols, precision is vital. Fluency helps healthcare teams automate documentation, making it faster and more accurate, so you can focus on delivering the best care possible. Working in healthcare brings its own set of challenges, especially when it comes to documentation and process management: - **Time-Consuming Documentation**: Healthcare professionals spend a significant amount of time on manual documentation, whether it's patient records or medical histories. This takes valuable time away from direct patient care and increases the chance of errors. - **Ensuring Compliance**: Keeping track of all regulations, like HIPAA or safety protocols, is crucial. Manual documentation can make it hard to stay compliant, and mistakes can have serious consequences. - **Inconsistent Workflows**: Without clear, standardised procedures, different team members may approach tasks differently. This can lead to errors, inefficiencies, and inconsistencies in care. - **Training and Onboarding New Staff**: Onboarding new medical professionals often requires clear, hands-on training. Without easy-to-follow guides, new staff may struggle to get up to speed quickly, and mistakes can happen during training. Fluency helps tackle these issues head-on by automating your documentation process, ensuring consistency across your team, and improving safety compliance. Fluency captures tasks in real time and transforms them into easy-to-follow guides, improving workflow efficiency and reducing the risk of errors. Here's how Fluency can make a real difference: - **Instantly Automate Patient Care Documentation**: From documenting patient assessments to recording treatment plans, Fluency automates the creation of patient records, allowing your team to focus on providing care, not filling out paperwork. - **Ensure Safety Compliance**: Fluency ensures your team follows the right safety protocols by providing clear, real-time guides for every procedure. Whether it's tracking medication, performing safety checks, or maintaining equipment, Fluency keeps your team compliant without extra administrative work. - **Standardise Procedures Across the Team**: With Fluency, all team members follow the same process for key tasks, whether it's administering medication, preparing for surgery, or conducting a routine check-up. This consistency ensures quality care and helps eliminate errors. - **Faster Training and Onboarding**: Fluency makes onboarding new hires much quicker and more effective. Instead of relying on manuals or shadowing, new employees can follow real-time guides that show them exactly how to perform their duties. This means less time spent on training and more time focusing on the job. Fluency isn't just about automating tasks - it's about making your team's work smoother, more efficient, and less stressful. Here's how Fluency can help: - **Save Time on Documentation**: Fluency automates the creation of patient records and safety logs, giving your team more time to focus on patients, not paperwork. - **Improve Accuracy and Consistency**: By automating documentation, Fluency ensures that every task is performed the same way, reducing human error and improving the overall quality of care. - **Stay Compliant with Ease**: Fluency ensures that your documentation is always up-to-date and compliant with industry regulations. No more worrying about missing steps or non-compliance during audits. - **Streamline Training**: Fluency's step-by-step guides make training easier for new hires, ensuring they understand and follow protocols quickly and accurately. - **Enhance Patient Care**: With Fluency handling the documentation, your team can spend more time with patients, improving overall care and patient satisfaction. <<CTA>> Fluency helps with a wide variety of tasks in healthcare, from patient care to regulatory compliance: - **Automated Patient Records**: Fluency makes documenting patient assessments, treatment plans, and progress notes simple and accurate, reducing time spent on paperwork and minimising the chance of mistakes. - **Equipment Maintenance**: Create guides for maintaining medical equipment, ensuring proper use, safety checks, and compliance with health regulations. - **Medication Management**: Fluency helps streamline the medication administration process, ensuring accurate records and adherence to safety protocols. - **Safety and Compliance Audits**: Automatically generate guides for safety inspections, infection control measures, and other regulatory tasks, ensuring compliance without the extra effort. - **Staff Training**: Fluency's real-time guides make it easier to onboard and train new staff, providing them with the tools and knowledge they need from day one. Fluency takes the burden of manual documentation off your team, helping them work more efficiently, stay compliant, and focus on delivering exceptional care. By automating task documentation and creating clear, actionable guides, Fluency ensures your team performs with precision and consistency.
Automate your HR and L&D documents - so you can focus on people, not paperwork. Human Resources (HR) and Learning & Development (L&D) teams are often overwhelmed with paperwork - contracts, onboarding forms, performance reviews, training materials, and more. Managing these manually can be time-consuming, prone to errors, and stressful. Fluency offers a solution that automates the creation, management, and storage of these documents, streamlining your workflows and reducing administrative burden. HR teams frequently face several challenges: - **Manual Errors**: Repetitive data entry increases the risk of mistakes, especially in HR document management. - **Time Consumption**: Drafting, reviewing, and updating documents takes valuable time that could be better spent on strategic HR initiatives. - **Compliance Risks**: Ensuring that documents meet legal and organisational standards can be difficult without the right tools. - **Version Control**: Tracking updates and maintaining the latest versions can be cumbersome, particularly when handling multiple stakeholders. - **Accessibility Problems**: Retrieving specific documents quickly can be difficult without a centralised system in place. These challenges can lead to inefficiencies, increased workload, and potential compliance issues. Fluency automates HR document processes, offering several key benefits: - **Automated Document Generation**: Fluency helps you create essential documents such as offer letters, contracts, and policy acknowledgements in minutes. No more manual drafting or worrying about templates. - **Centralised Storage**: All your documents are securely stored in one searchable knowledge base, so you can easily find and manage your HR document management. - **Version Control**: Fluency ensures that you always work with the most up-to-date document versions. Automatic tracking keeps a history of changes, so you're always audit-ready. - **Compliance Assurance**: Stay on top of legal and organisational standards by automating updates and ensuring documents meet required regulations. - **Increased Efficiency**: Reduce the time spent on administrative tasks, allowing HR and L&D teams to focus on what truly matters - people. <<CTA>> HR and L&D teams can benefit from Fluency by automating many of their document processes: - **Onboarding**: Automate the creation and distribution of onboarding documents, ensuring consistency and compliance across all new hires. - **Performance Management**: Generate performance reviews and feedback forms to streamline the employee evaluation process and ensure fairness. - **Training & Development**: Easily create and manage training documents to track employee progress, compliance, and development. - **Policy Management**: Automate the drafting and distribution of policy documents, keeping all employees informed of current standards and procedures. - **Employee Records**: Maintain accurate and up-to-date employee records, with secure access to documents whenever needed. - **Best HR Document Management Software**: Fluency makes managing HR documents simple and efficient, improving team performance and reducing errors. - **HR Document Automation**: Save time by automating the creation of documents such as contracts, reviews, and training materials. - **L&D Document Automation**: Streamline training workflows, creating and tracking documents in a fraction of the time. Discover how Fluency can simplify your HR document workflows, improve compliance, and free up your team to focus on what matters most. Book a demo today to see Fluency in action.
In insurance, documentation underpins every process - yet creating and managing that documentation remains one of the industry's biggest operational challenges. Whether it's policy administration, claims processing, underwriting, or audit compliance, insurers rely on accurate, consistent workflows to deliver value and manage risk. Fluency solves this problem with intelligent insurance document automation - capturing workflows as they happen and turning them into structured, audit-ready SOPs in minutes. No more chasing screenshots, version conflicts, or compliance gaps. Just clear, accurate documentation that keeps up with your operations. Most insurance companies still rely on static templates, outdated folders, and manual input to create internal process documentation. These methods are: - **Time-consuming**: Staff spend hours documenting workflows or updating procedures. - **Inconsistent**: SOPs differ across teams, branches, or underwriters. - **Outdated**: By the time a document is finalised, the process has already changed. - **Non-compliant**: Missing steps or audit trails can create exposure in regulated markets. In an industry driven by rules, timing, and trust, poor documentation isn't just inefficient - it's a liability. <<CTA>> Fluency functions as an intelligent document management system for insurance companies, eliminating the manual burden of SOP creation while preserving the business logic behind every process. We automatically capture operational activity - across both digital and physical workflows - and turn it into structured documents that include: - Step-by-step instructions - Annotated screenshots - Key decision points and business logic - Version history and audit trail - Role-based access and approval workflows It's faster, more accurate, and built to scale with your business. Fluency supports large and mid-sized insurers looking to reduce risk and increase clarity across their core processes. Standardise claim triage, investigation, approval, and settlement procedures across branches and systems. Reduce the chance of missed steps and ensure consistency during audits. Document complex back-office workflows for policy issuance, renewal, and cancellation - including how multiple systems interact during these processes. Ensure consistency in the way underwriters assess, approve, and document risk. Capture every tool used and decision made, with traceable steps for regulatory reporting. Create and maintain documented proof of compliance controls - making audits smoother and ensuring repeatability across jurisdictions. Map out call centre or online support workflows to improve service consistency and reduce shadow training requirements. Unlike legacy document management software for insurance companies, Fluency doesn't rely on users to manually input, update, or format documentation. Our platform creates SOPs passively - as your team works - then stores them in a centralised knowledge vault with built-in version control and approval processes. This is insurance document automation that works in the background, ensuring your procedures are always current, accessible, and auditable. Fluency was designed to meet the operational and compliance demands of insurers: - Compatible with legacy systems and cloud platforms - Requires no integrations - works as an overlay on any application - Role-based permissions for access control - Full audit trails with timestamps - End-to-end encryption for all data - Australian data residency to support local compliance obligations Let your team focus on service - not SOP write-ups. Standardise core operations across branches, underwriters, or service centres. Always have a clear, version-controlled trail of your procedures. Help new staff hit the ground running with up-to-date SOPs built from real activity. In an industry where precision and compliance are everything, Fluency gives insurance companies a smarter way to manage and scale their internal documentation. By removing the manual effort and surfacing the business logic behind every action, Fluency helps teams deliver better service, reduce operational risk, and ensure processes are followed every time. From claims to compliance, we help insurers document the right way - automatically.
Free up your IT team's time and reduce friction by automating technical documentation and support guides. In IT, time is precious, and resolving issues quickly is key to keeping operations running smoothly. Whether you're troubleshooting a system issue, training staff on a new tool, or creating onboarding documents, Fluency makes these tasks easier, faster, and more consistent. Let Fluency take the manual work off your plate - so your team can focus on solving bigger challenges. IT teams are often pulled in many directions at once. Some of the most common frustrations include: - **Repetitive Troubleshooting**: Constantly answering the same questions - whether it's password resets, system access issues, or tool usage problems - can eat up valuable time and leave little room for other priorities. - **Manual Documentation**: Creating and updating technical documents manually for every process or system is a slow and error-prone task. - **Tool Onboarding**: When new tools or systems are rolled out, training employees to use them can take a significant amount of time, especially when you have to repeat the process for every new hire or team. These challenges can drain your resources and make it difficult to focus on long-term IT strategy. Fluency is here to help. Fluency takes the stress out of daily IT tasks by automating the documentation process and improving workflow efficiency: - **Instantly Generate Step-by-Step Guides**: Fluency automatically turns any technical task - whether it's troubleshooting a system issue or setting up a new tool - into a clear, detailed guide. These guides are easy to share, ensuring your team doesn't waste time answering the same questions over and over. - **Simplify Onboarding and Training**: With Fluency, you can create consistent, comprehensive training materials in no time. Whether it's onboarding new employees or introducing new software tools, Fluency's step-by-step guides ensure that your team has everything they need to get up to speed fast. - **Enhance Tool Adoption**: Roll out new tools with ease. Fluency generates guides that simplify complex processes, ensuring your team can use systems like Salesforce, GSuite, Jira, and others effectively, without the lengthy learning curves. - **Improve IT Support Efficiency**: Fluency helps reduce the number of repetitive IT support requests. By providing employees with self-service guides, you empower them to solve common problems themselves, freeing up your IT team to focus on more strategic tasks. <<CTA>> - **Save Time on Repetitive Tasks**: With Fluency, your IT team can spend less time on manual documentation and troubleshooting, and more time tackling bigger, more impactful projects. - **Increase Efficiency**: Automatically create guides for new systems and processes, reducing the need for repeated training sessions and support inquiries. - **Streamline Onboarding**: With ready-made guides, new employees can get up to speed with minimal input from your team, making onboarding faster and more consistent. - **Boost Productivity**: By empowering your team with clear, accessible guides, Fluency helps reduce errors, increase productivity, and ensure all tools are used efficiently. Fluency isn't just about saving time - it's about making your IT team's day easier, allowing them to focus on what matters most. See how Fluency can transform your IT workflows and help your team operate at its best. Book a demo and discover how Fluency can save you hours each week.
Turn complex tasks into clear, step-by-step guides - saving time, improving accuracy, and ensuring compliance. In the lab and pharmaceutical sectors, precision is everything. Whether you're running tests, maintaining equipment, or following regulatory guidelines, Fluency helps you automate documentation, making every task easier to track and follow. Fluency captures real-time actions and turns them into clear guides, giving your team more time to focus on critical work. Working in labs and pharmaceuticals comes with its own set of challenges: - **Manual Documentation**: Recording test results, maintaining logs, and tracking equipment manually takes time and is prone to errors. - **Changing Regulations**: Keeping up with new guidelines and maintaining accurate documentation for audits is essential - and can be stressful without the right system in place. - **Inconsistent Processes**: Without a clear, standardised way to do things, there's room for error, especially when different people or shifts are involved. - **Training and Onboarding**: With complex procedures and equipment, training new team members can be slow and inconsistent, risking mistakes. Fluency takes the burden off your team by automating and standardising how you document and track processes, ensuring everything is accurate, up-to-date, and compliant. Fluency turns real-time tasks into structured, easy-to-follow guides. Here's how it works: - **Record and Automate Physical Tasks**: Whether it's lab experiments, equipment checks, or quality assurance tests, Fluency captures every step and turns it into a clear, repeatable guide. This helps your team follow the correct process every time. - **Ensure Compliance**: Stay compliant with regulations like GMP, FDA, and ISO by generating accurate, real-time documentation. Fluency ensures that you're always audit-ready, with up-to-date records that meet industry standards. - **Speed Up Training**: New hires can follow step-by-step guides to learn tasks quickly and confidently. Fluency reduces the time it takes to get new employees up to speed, ensuring they understand the process from day one. - **Standardise Processes**: Fluency ensures that everyone, no matter their shift or location, follows the same process. This reduces errors, improves consistency, and ensures that quality control is maintained at every stage. - **Save Time on Documentation**: Automating your documentation means less time spent writing reports and tracking processes manually, freeing up your team for more important work. - **Ensure Accuracy and Consistency**: Fluency captures real-time processes and generates clear guides, ensuring that tasks are always completed the same way, without mistakes. - **Stay Compliant**: Fluency helps you maintain regulatory compliance effortlessly by keeping all documentation accurate, up-to-date, and easily accessible. - **Faster Onboarding and Training**: With Fluency's automated guides, you can onboard new employees faster and ensure they're trained to follow the correct procedures from the start. <<CTA>> Fluency can help automate and document various tasks in labs and pharmaceutical settings: - **Lab Experiment Documentation**: Capture and document every step of an experiment, ensuring accuracy and reproducibility. - **Equipment Setup and Maintenance**: Record and standardise equipment usage, calibration, and maintenance, ensuring safe and proper operation. - **Quality Control**: Document and standardise quality assurance processes, ensuring consistent results and compliance with industry standards. - **Inventory Management**: Track inventory, restock supplies, and document stock checks with automated guides, improving accuracy and reducing stock discrepancies. Fluency helps you automate documentation, improve training, and ensure consistency in your lab and pharmaceutical processes. With Fluency, your team spends less time on paperwork and more time focused on delivering high-quality results. Book a demo today and see how Fluency can streamline your operations.
Transform physical processes into digital documentation instantly. Logistics and warehousing teams are constantly on the move - whether managing inventory, packing orders, or coordinating shipments. With Fluency, you can capture every step of your operations, from physical tasks to system-based workflows, and instantly convert them into clear, structured documentation. This reduces errors and helps standardise processes across teams, ensuring consistency and efficiency. Logistics and warehousing teams face numerous challenges every day: - **Manual Documentation**: Teams often rely on paper-based checklists or outdated spreadsheets to track processes. These methods are time-consuming and prone to errors. - **Lack of Standardisation**: Without standard operating procedures (SOPs) in place, team members may approach tasks differently, leading to inefficiencies and mistakes. - **Training Issues**: Onboarding new employees or training existing staff can be slow, especially when processes are complex and require hands-on learning. - **Process Visibility**: Without detailed documentation, tracking workflows, measuring productivity, and maintaining consistency across different shifts or locations can be difficult. These challenges can lead to inefficiencies, errors, and delays. Fluency is designed to solve these problems by automating documentation and streamlining processes. Fluency's platform goes beyond simply capturing digital workflows - it transforms physical actions into digital documentation: - **Record Physical Tasks and Automate Documentation**: Fluency lets you record physical tasks - such as order picking, inventory checks, or equipment handling - and automatically converts them into step-by-step guides. This ensures that every team member knows exactly how to perform each task with the same level of precision. - **Ensure Consistency and Standardisation**: With Fluency, your team can follow uniform procedures for everything from packing to shipping. By documenting tasks in real time, Fluency ensures that no steps are missed, and best practices are consistently followed. - **Speed Up Training**: Instead of relying on long training sessions or manuals, Fluency creates real-time guides based on actual workflows. New hires can watch the task being performed and follow along, drastically reducing onboarding time and improving understanding. - **Improve Operational Visibility**: With Fluency, all processes are documented and stored in a centralised knowledge base. You can track process improvements, identify bottlenecks, and ensure compliance with internal or regulatory standards. - **Save Time on Documentation**: Capture physical workflows and automatically turn them into SOPs in minutes, eliminating the need for manual documentation. - **Increase Efficiency and Accuracy**: Standardise how tasks are completed across the warehouse, ensuring processes are followed accurately every time. This reduces errors and increases overall efficiency. - **Streamline Training and Onboarding**: New employees can learn on the job with visual, step-by-step guides generated by Fluency. This speeds up training and improves retention of key processes. - **Boost Productivity**: By reducing the time spent on paperwork and training, your team can focus on what matters most: moving inventory, fulfilling orders, and meeting customer needs. <<CTA>> Fluency's ability to convert physical processes into documentation makes it ideal for various tasks within logistics and warehousing, including: - **Order Picking and Packing**: Record how items are picked and packed, and generate guides that ensure the correct procedure is followed each time. - **Inventory Management**: Document inventory checks and stocktaking processes to standardise how these tasks are completed across shifts and locations. - **Equipment Handling and Maintenance**: Create step-by-step guides for equipment use, safety protocols, and maintenance procedures, ensuring proper handling and reducing downtime. - **Shipping and Receiving**: Ensure that shipping and receiving processes are followed accurately, from checking goods against orders to managing shipping labels and documentation. With Fluency, you can automate your logistics and warehousing documentation, making processes more efficient, reducing errors, and ensuring consistency across your team. Book a demo today and see how Fluency can help transform your warehouse operations.
Transform physical tasks into digital documentation instantly, improving efficiency and consistency. In manufacturing, precision, consistency, and efficiency are critical. Whether you're managing assembly lines, handling equipment maintenance, or ensuring compliance with safety standards, Fluency helps you capture and document your workflows in real time, transforming physical processes into clear, actionable guides. Manufacturing teams face a unique set of challenges that impact productivity and quality: - **Manual and Error-Prone Documentation**: Traditional methods of recording processes - such as handwritten notes or outdated spreadsheets - can lead to errors, delays, and a lack of consistency. - **Lack of Standard Operating Procedures (SOPs)**: Without clearly documented SOPs, workers may approach tasks differently, resulting in inefficiency or quality issues. - **Training Complex Processes**: Onboarding new employees or retraining existing staff can be time-consuming, particularly when processes are hands-on and require precision. - **Compliance and Quality Control**: Maintaining compliance with industry regulations or ensuring consistent quality can be difficult without up-to-date and accurate process documentation. Fluency addresses these challenges by automating the documentation process and standardising operations across the team. Fluency is designed to capture real-time workflows, turning physical tasks into digital step-by-step guides: - **Record Physical Tasks and Automate Documentation**: Whether it's an assembly line task, machinery operation, or quality check, Fluency automatically converts these physical processes into detailed, easy-to-follow guides. This ensures that every step is documented and can be repeated consistently. - **Standardise Manufacturing Processes**: With Fluency, you can ensure that all team members follow the same procedures, whether for product assembly, equipment maintenance, or safety checks. This standardisation reduces errors and improves consistency across shifts and locations. - **Speed Up Training**: Instead of relying on paper-based manuals or lengthy training sessions, Fluency enables you to create real-time guides based on actual workflows. New employees can learn on the job with step-by-step instructions that show them exactly how to perform tasks safely and efficiently. - **Improve Compliance and Safety**: Fluency helps ensure compliance with industry regulations by automatically generating documentation for safety protocols, equipment handling, and quality assurance. This provides a reliable record for audits and ensures your team is always following the latest standards. - **Save Time on Documentation**: Fluency automatically generates detailed, step-by-step guides for every process, reducing the need for manual documentation and ensuring accuracy. - **Increase Efficiency and Accuracy**: Standardise workflows and eliminate errors, ensuring that each task is completed the same way, every time. - **Streamline Training and Onboarding**: Fluency's automated guides make it easier to train new employees or retrain existing staff, reducing training time and improving knowledge retention. - **Ensure Compliance**: Maintain accurate and up-to-date records of your processes, helping you stay compliant with safety and quality regulations. <<CTA>> Fluency's ability to convert physical tasks into digital guides makes it perfect for various processes in the manufacturing industry: - **Assembly Line Operations**: Record and document each step of the assembly process, ensuring consistency and reducing errors. - **Machinery Setup and Maintenance**: Create step-by-step guides for machine setup, operation, and maintenance, ensuring equipment is used correctly and safely. - **Quality Control**: Document and standardise quality assurance processes to maintain product consistency and compliance with industry standards. - **Safety Protocols**: Record safety procedures and create guides to ensure that all workers follow the same safety protocols, reducing risk and improving workplace safety. Fluency allows you to automate your manufacturing documentation, making processes more efficient, consistent, and compliant. By converting physical tasks into clear, actionable guides, Fluency empowers your team to work smarter and reduce errors. Book a demo today and see how Fluency can transform your manufacturing processes.
Transform physical tasks into digital documentation to improve efficiency, consistency, and training. In the fast-paced world of retail, efficiency is key. Whether you're managing inventory, onboarding new employees, or ensuring customer satisfaction, Fluency helps you capture real-time workflows and instantly convert them into step-by-step guides. This reduces errors, speeds up training, and ensures consistency across your retail teams. Retail teams face a variety of challenges that impact productivity and service quality: - **Manual Processes**: Tracking inventory, processing orders, or handling returns often relies on outdated methods, leading to inefficiencies and errors. - **Inconsistent Training**: Without clear, consistent training materials, employees may approach tasks differently, resulting in errors, inefficiencies, and a lack of standardisation. - **High Staff Turnover**: With frequent employee turnover, training new hires quickly and effectively can become a time-consuming and resource-heavy task. - **Customer Service Issues**: Retail teams are under constant pressure to deliver excellent customer service, but without clear workflows, repetitive tasks can lead to mistakes, frustrating both employees and customers. Fluency's platform helps solve these challenges by automating documentation and standardising operations across the team. Fluency makes it easier for retail teams to manage tasks, onboard employees, and deliver consistent customer service with auto-generated, easy-to-follow guides: - **Record and Automate Physical Tasks**: Fluency allows you to capture any physical task - like inventory checks, order packing, or setting up displays - and convert it into a step-by-step guide. This ensures every team member follows the correct process, improving efficiency and accuracy. - **Standardise Retail Operations**: With Fluency, you can create consistent workflows for tasks like stocktaking, customer service, and point-of-sale processes, making it easier for your team to follow best practices and reduce mistakes. - **Speed Up Employee Training**: Instead of relying on lengthy in-person training sessions, Fluency creates real-time guides based on actual workflows. New hires can quickly learn how to complete tasks with visual, step-by-step instructions, reducing training time and improving retention. - **Improve Customer Service**: Fluency helps ensure your team delivers a consistent experience to customers. By documenting customer service workflows, Fluency helps employees respond to queries quickly and accurately, reducing wait times and increasing satisfaction. - **Save Time on Documentation**: Fluency automatically generates step-by-step guides, reducing the time spent on manual documentation and ensuring accuracy. - **Increase Efficiency and Accuracy**: By standardising workflows, Fluency reduces mistakes and helps your team follow processes consistently, improving overall efficiency. - **Streamline Training and Onboarding**: New hires can access step-by-step guides to learn processes quickly, reducing the time it takes to get them up to speed. - **Enhance Customer Experience**: With clear and accessible workflows, Fluency helps your team respond to customer needs faster, improving service and satisfaction. <<CTA>> Fluency's ability to convert physical tasks into documentation is ideal for a wide range of retail operations: - **Inventory Management**: Record and standardise inventory processes, ensuring that stock is tracked accurately and replenished efficiently. - **Order Fulfillment**: Document order picking, packing, and shipping processes, ensuring that every order is fulfilled quickly and correctly. - **Customer Service**: Create guides for handling common customer queries and issues, ensuring consistency in the customer experience across all team members. - **Product Displays and Merchandising**: Document processes for setting up product displays, ensuring that visual merchandising is consistent and up to standards. Fluency helps you automate your retail documentation, improve training, and ensure consistency across your team. By transforming physical tasks into step-by-step guides, Fluency saves time, reduces errors, and empowers your team to deliver better customer service. Book a demo today and see how Fluency can improve your retail operations.
Make your sales teams more productive and successful with auto-generated step-by-step guides. Sales teams are constantly juggling multiple tasks: adding contacts to CRM systems, tracking leads, updating sales pipelines, and ensuring all steps in the process are followed consistently. Fluency helps streamline these tasks by automatically generating step-by-step guides for any process, reducing time spent on repetitive tasks and enabling your team to scale their efforts without sacrificing quality. Some of the most common burdens for sales teams are: - **Manual Processes**: Repetitive tasks, like logging activities and updating CRM systems, can drain time and focus. - **Training Delays**: New tools, systems, and processes often take time to master, leading to slow adoption. - **Inconsistency**: Lack of standardisation across sales activities results in missed opportunities and mistakes. Fluency solves these problems by capturing your team's workflows as they happen, and transforming them into easy-to-follow guides. These guides ensure everyone is on the same page, no matter the complexity of the task or the tools being used. Fluency empowers your sales team by automating time-consuming tasks, ensuring consistency in processes, and making tool adoption seamless. Here's how it works: - **Auto-Generate Step-by-Step Guides**: Fluency instantly creates clear, easy-to-follow guides for tasks like adding contacts to CRM systems, managing follow-ups, or updating sales pipelines. This ensures your team stays on track, saving time and avoiding errors. - **Standardise Sales Processes**: With Fluency, all your sales reps follow the same best practices, no matter the tools they're using - whether it's Salesforce, Outreach, or ZoomInfo. This eliminates discrepancies and ensures everyone works efficiently. - **Simplify Tool Adoption**: Onboarding new tools becomes effortless. Fluency generates guides that help your team quickly understand and adopt new software, improving user confidence and reducing the learning curve. - **Ensure Consistency**: Fluency acts as a single source of truth, ensuring your team follows the same process every time. This consistency reduces mistakes and improves overall performance. <<CTA>> - **Capture How Work Gets Done**: Fluency automatically records your sales workflows and turns them into step-by-step guides. - **Standardise Sales Training**: Ensure every team member follows the same best practices and uses tools efficiently with clearly documented processes. - **Increase Sales Productivity**: With fewer questions and less time spent training, your sales team can focus on delivering results. - **Capture Sales Processes**: Record any sales task - from lead generation to CRM updates - and turn them into detailed guides. - **Distribute Guides**: Share the guides with your sales team and give them the tools to work smarter. - **Monitor Progress**: Track how your team is using the guides, ensuring adoption and identifying areas for improvement. - **Update as Needed**: Sales processes evolve, and Fluency makes it easy to update your guides in real-time, so your team is always working with the most current information. Stop wasting time on repetitive tasks and slow training sessions. Fluency helps your sales team scale their efforts while ensuring consistency and efficiency. Book a demo today and see how Fluency can transform your sales processes.
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