If you’re anything like me, you have a specific way you like things done in your business and there isn’t much margin for error. When there’s a process in my business that needs to be recorded, often times a screencast is overkill. I’ve found that, especially in longer processes, employees or subcontractors won’t take the time to watch a video screencast more than once because it takes too long to find the specific step they need to refer back to. It’s a pain to try to find that exact step! That’s why I love Clarify.
Clarify is an application for the Mac that makes it easy to document processes on your computer with screenshots, annotations and instructions all in one place. It saves my team and I time by creating simple processes for each part of the business so that literally anyone can understand any part of the company no matter how complex it is.
How I use Clarify
I use Clarify to capture every part of my business that is repeated more than once. My rule is if I wake up tomorrow and suddenly forget how everything at Fluxe works, could I pick up where I left off? Or am I relying too much on my memory? Therefore everything that can be documented is captured on Clarify.
For Fluxe this includes things like how to upload blog posts, how to do industry research for new clients and prospects and how to create monthly performance reports for clients. Anything that you do on your computer you can capture.
After using Clarify for several months, here’s what keeps me coming back:
- You can quickly export any process to Evernote, Dropbox, PDF or send by email.
- Clarify makes it easy to go back and change out different steps in your process if you need to update them. Here’s a quick trick that will make updating processes in Clarify a breeze: Keep them in a shared Dropbox folder with your team. That way anybody who needs to update a process has access to it and can change it and it will be automatically updated for you.
- The ability to create annotations inside the pictures as well as write text with step-by-step instructions at the top of each picture is probably my favorite thing about Clarify.
Things I’d like to see
The biggest feature that Clarify doesn’t have that I would like to see is the ability to take multiple screenshots in the same step for more complex processes. That’s the only downside to using this screenshot software compared to a screencast video. But it does allow you to make numbered steps inside of one picture which has been a good substitute.
What processes do you create for your business? And how do you capture them? Let me know in the comments!