Business Playbook with WHALE

WHALE is the central place for all your processes, SOPs, playbooks, and more — so you can easily onboard, train, and set your team up for success. It is a simple, complete training and knowledge-sharing solution for growing businesses. Test the system with a 7-day trial period.

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Standard Operating Procedures (SOP)

Helping Your Business Grow

Companies often operate chaotically because processes are not transparent and receive insufficient attention. The consequences are lots of lost time, frustrated employees, and declining metrics. However, you don’t have to let it get to that point. Onboarding and training with WHALE is easy when your system helps you to easily identify if and when a new hire needs help or has questions. WHALE also gives you a simple way to identify training gaps.

Employee Onboarding

With a click of a button, you can build a productive and successful team. Onboarding new team members are a necessary part of your human resource process. You can keep your current employees productive by automating your onboarding process. New hires quickly become acclimated to your culture and your way of doing things. Your onboarding process becomes more thorough and accurate. Your staff have the tools and knowledge they need to succeed and excel in their role.

Employee Training Portal

Comprehensive onboarding and on-going training lead to an employee’s success and increases productivity. WHALE provides an easy to use, device friendly, centralized location to organize, schedule, and track each team member’s onboarding and training efforts. Employees are held accountable for assigned modules through the built-in learning management system (LMS). Your new WHALE system allows you to free your time, identify training gaps, and simplify the training process, especially for remote employees.

Automate Your Process Documents

Easy Onboarding with Automated Employee Handbooks

Your company’s employee handbook is an important part in setting and maintaining work relationship expectations. Your employees need to be able to learn, research, and grow with the how-to knowledge unique to your business. Your risk management requires your employees to adhere to their responsibilities.

Elimate Ineffective Hardcopies

Hard copies are often lost or damaged. Electronic documents, such as PDFs, are not quickly researchable or cross-referenced – not to mention the difficulties in updating them. Staff often lose valuable hours looking for information to do their jobs. And how do you ensure that team members have completed their training? WHALE resolves your onboarding and training headaches.

Standardize Intellectual Knowledge and Learning

In addition to having your all of your core policies and procedures in one convenient location, your effort at documenting your organization allows you a way to standardize your best practices, capture intellectual knowledge, and maintain consistency throughout your business.

Applied Knowledge for Adult Learners

WHALE’s internal messaging and search criteria capture enables you to identify where you have missing information or gaps in your formalized processes. 

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Who We Work With

Small and Medium Businesses

  • Healthcare: Audiologists, Eye Care Clinics, Family Therapists, Chiropractic Clients, Dentistry, Private Physician and Practitioner Offices, Mental Health Psychologist Offices, Long-Term Facilities and Homes, Home Health Care Providers, Rehabilitation Clinics, Skilled Nursing Facilities (SNF), Adult Family Homes (AFH).
  • Business Associates: Medical Coders and Insurance Specialists, Medical Equipment Providers, and Medical Records and Health Information Specialists (Coding).
        • Small & Medium Businesses: Information and Technology, Real Estate, Rental and Leasing, Oil and Gas Service Providers, Educational Services, Non-Profits, and many others.
            Why Work with Us?

            Your Investment

            Start with scheduling a Discovery meeting with us. We will discuss your project needs and how to achieve your desired results.

            We will provide you with a quote based upon the needs we identified in the Discovery meeting. From human resources to regulation and compliance, we have you covered in process documentation.

            Once the quote has been accepted, you will then need to purchase your WHALE subscription based upon the number of users (seats) you need. 

            Once you have purchased the subscription, we will setup WHALE with your customized employee handbook, organizational chart and roles, and primary processes in the system. 

            We populate your WHALE system with created content and media to meet your business’ training needs. We offer train-for-all packages, such as our HIPAA training modules.

            Your time commitment with us is limited ot access to key employees and your signature in signing off on completed playbooks.

            Achieve Operational Excellence

            Business Tools to Improve Performance


            Employee Handbook

            Your customized legal employee handbook protects your business and answers what it is like to work there. We keep them compliant when laws change.

            Advertising and Marketing

            Organizational Management

            Organizational governance and management tools of policies and standards set the stage for what rules and procedures are needed.

            Privacy and Security Regulations

            Business SOPs and Guides

            Operational manuals communicate how to complete certain standard jobs and procedures. We help you break them down into easy-to-follow actionable tasks.