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Standard Operating Procedure (SOP) Creator

Leverage GenAI for accelerated and consistent process documentation while also identifying opportunities for improvement and automation.

Client Need: Client sought help to document existing user procedures and then modify them to prepare them for a transition to an offshore Center of Excellence (COE).

Protiviti Solution: We deployed SOP Creator to speed up creation of detailed SOPs of the current processes. Utilizing AI and an offshoring checklist, the team refined procedures for offshore members and developed an implementation plan for transitioning processes to the COE.

Business Outcome: We developed numerous offshore procedures and identified over 85 enhancement opportunities in areas like financial close, data transmission, role alignment, financial reporting and technology integration. The team then prioritized the identified opportunities into an implementation roadmap.

We identified 85+ enhancement opportunities for a roadmap

Protiviti SOP Creator is a generative AI-enabled tool that helps organizations accelerate the creation of standard operating procedures (SOPs) by turning process recordings into structured documentation. This enables teams to reduce the burden on process owners, enhance consistency and create a repeatable mechanism for capturing and improving operational knowledge.

Why Protiviti SOP Creator is the Smart Move for Process-Driven Teams:

Efficiency: Automate SOP creation using AI and task mining to reduce errors and speed up documentation by up to 50%.
Compliance: Seamlessly integrate risk and control requirements into processes to ensure audit-readiness and eliminate manual evidence collection.
Optimization: Monitor real-time performance and employee effectiveness to identify bottlenecks, streamline workflows and target impactful improvements.

Automate SOP development by up to 50%

Reduce time and effort in SOP documentation

SOP Creator transforms screen recordings and spoken walkthroughs into structured draft procedures—automatically. This reduces documentation time and minimizes the manual burden on process owners and subject matter experts.

Drive consistency and compliance across teams

The tool produces SOPs in a uniform format and tone, enhancing standardization and compliance readiness. Screenshots and task descriptions ensure clarity and auditability across teams.

Reveal process improvement opportunities

By comparing procedures and analyzing task-level detail, SOP Creator helps uncover inefficiencies and automation candidates. Teams can identify and prioritize enhancements that increase operational productivity.

Automate, optimize and comply—all in one intelligent workflow.

Complimentary SOP Modernization Assessment

Join us for a free 30-minute consultation to explore how SOP Creator can streamline your documentation process and support your compliance goals.

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How it Works

SOP Creator leverages GenAI to create descriptions of each recorded task, by describing screen actions and interpreting voice-recorded narratives. Individual steps are uniquely detected and segmented by the model. Task descriptions are automatically generated from the recording. Screenshots are captured to visually accompany each step in the process.