ExactlyHow
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Operational Knowledge Platform

Not all documentation platforms solveoperational knowledge.

Many tools help teams create documentation. ExactlyHow goes further by helping organizations preserve operational knowledge, simplify employee transitions, improve onboarding and maintain business continuity.

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Scattered Documents
Searchable Knowledge
Structured Processes
Ownership Transitions
Business Continuity

Most companies don't struggle to create documentation.

They struggle to keep operational knowledge usable.

1

Knowledge disappears.

Information leaves when employees depart.

2

Knowledge exists but cannot be found.

Scattered across disconnected tools.

3

Knowledge exists but becomes outdated.

No clear ownership or maintenance.

4

Knowledge never transfers during transitions.

Role changes disrupt operations.

ExactlyHow addresses every stage.

Why ExactlyHow is different

Preserve Operational Knowledge

Knowledge remains with the organization.

Documentation alone doesn't prevent knowledge loss. ExactlyHow creates a living repository of how your business operates, independent of any single employee.

Searchable Process Library

Employees instantly find operational knowledge.

Stop digging through email chains and shared drives. ExactlyHow provides one centralized, semantic search experience across all documented processes.

Structured Operational Processes

Knowledge is organized consistently.

Instead of blank pages, ExactlyHow enforces structure: owners, steps, tags, attachments, and clear outcomes. Every process looks and functions consistently.

Process Ownership Transfer

Responsibilities move together with complete operational context.

When someone leaves or changes roles, their processes don't become orphaned. ExactlyHow formally transitions ownership, history, and context to the next person.

Feature Comparison

See exactly how we stack up against traditional tools designed for different purposes.

ExactlyHow
Structured Process Documentation
Searchable Knowledge Library
Process Ownership Transfer
Business Continuity Focus
Role-Based Permissions
Operational Context
Employee Transition Support
Knowledge Preservation
Team Collaboration
Version History
Comments
Attachments
Department Organization
Security Controls
Scalable Libraries
Interactive Management
Documentation Platforms
Structured Process Documentation
Searchable Knowledge Library
Process Ownership Transfer—
Business Continuity Focus—
Role-Based Permissions
Operational ContextLimited
Employee Transition Support—
Knowledge PreservationVariable
Team Collaboration
Version History
Comments
Attachments
Department Organization
Security Controls
Scalable Libraries
Interactive Management—
Knowledge Bases
Structured Process Documentation
Searchable Knowledge Library
Process Ownership Transfer—
Business Continuity Focus—
Role-Based Permissions
Operational ContextLimited
Employee Transition Support—
Knowledge PreservationVariable
Team Collaboration—
Version History
Comments—
Attachments
Department Organization
Security Controls
Scalable Libraries
Interactive Management—
Screen Capture Tools
Structured Process Documentation—
Searchable Knowledge Library—
Process Ownership Transfer—
Business Continuity Focus—
Role-Based Permissions—
Operational ContextLimited
Employee Transition Support—
Knowledge PreservationVariable
Team Collaboration—
Version History—
Comments
Attachments—
Department Organization—
Security ControlsVariable
Scalable Libraries—
Interactive Management—

When to use each type of tool

Documentation Tools

Best For

Writing documents and collaborative drafting.

Knowledge Bases

Best For

Publishing static reference information.

Screen Recording

Best For

Creating quick visual tutorials and walk-throughs.

ExactlyHow

Best For
  • Preserving operational knowledge.
  • Managing organizational processes.
  • Supporting onboarding.
  • Supporting employee transitions.
  • Maintaining business continuity.
New Framework

The ExactlyHow Operational Knowledge Lifecycle™

ExactlyHow helps organizations preserve operational knowledge throughout its entire lifecycle—from capturing how work gets done to ensuring business continuity during every employee transition.

STAGE 1

Capture Operational Knowledge

STAGE 2

Structure Into Repeatable Processes

STAGE 3

Centralize In One Process Library

STAGE 4Signature

Instantly Discover Knowledge

STAGE 5

Execute Work Consistently

STAGE 6

Collaborate & Improve

STAGE 7Signature

Transfer Operational Responsibilities

STAGE 8

Ensure Business Continuity

Explore the complete Product Tour

Competitive Advantages

Operational Knowledge Focus
Designed specifically for processes, not general wikis.
Business Continuity
Safeguards operations against unexpected employee absences.
Process Library Search
Instant retrieval of standard operating procedures.
Transition Management
Structured handoffs for role changes and offboarding.
Governance Controls
Robust access controls and audit capabilities.
Department Organization
Dedicated spaces that mirror your company structure.
Scalable Knowledge
Built to handle thousands of interconnected processes.
Only Pay For Creators
Unlimited free viewers allows organization-wide sharing.

Who should choose ExactlyHow?

Operations
Standardize supply chain, vendor onboarding, and daily execution.
HR
Ensure smooth employee onboarding, offboarding, and benefits management.
Finance
Securely document payroll, month-end closing, and auditing procedures.
IT
Maintain system provisioning, incident response, and access workflows.
Marketing
Coordinate campaign launches, content pipelines, and agency management.
Customer Support
Centralize escalation paths, refund policies, and troubleshooting.
Engineering
Document deployment protocols, incident post-mortems, and QA standards.
Legal
Organize contract review processes and compliance checklist standards.
Supply Chain
Document inventory management, procurement, and logistics.

Frequently Asked Questions

How is ExactlyHow different from documentation software?
Traditional documentation tools focus on writing and formatting text. ExactlyHow focuses on the entire lifecycle of operational knowledge—ensuring processes are not just written, but are searchable, structured, assigned to owners, and safely transferred when employees leave.
Can ExactlyHow replace our existing documentation?
Yes. Many organizations use ExactlyHow as their single source of truth for all operational processes, standard operating procedures (SOPs), and onboarding materials.
Can we import existing documents?
Yes. We support migrating content from various legacy systems so you don't have to start from scratch.
Can we continue using our current tools?
Absolutely. ExactlyHow acts as the operational layer. You can link out to specialized documents in Google Workspace or M365, using ExactlyHow to provide the structure, ownership, and searchability.
Why does ExactlyHow focus on business continuity?
Because knowledge loss is a major operational risk. If a key employee leaves and their processes aren't documented, operations grind to a halt. ExactlyHow prevents this.
How does searchable knowledge improve productivity?
Employees spend up to 20% of their week searching for information or waiting on colleagues. A centralized, searchable Process Library eliminates this waste.
What makes Process Ownership Transfer unique?
Instead of just leaving a folder of documents behind, our transfer feature formally passes responsibility, context, history, and files to a new owner, ensuring nothing falls through the cracks during a transition.

Related Resources

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