process.st

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# Process Street | Compliance Operations Platform

Most teams have processes. Few can prove they’re followed.

## Sitemaps

- [XML Sitemap](https://www.process.st/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog](https://www.process.st/blog/)
- [How NC State’s Tech Transfer Office Cut Compliance Risk & Recovered $200K](https://www.process.st/compliance-management-nc-state-university-case-study/) - At North Carolina State University, the Office of Research Commercialization manages a $630M research portfolio, commercializing innovations through patents, licenses, and IP agreements. Nicholas LeBlanc, Assistant Director of Operations & Finance, serves on the leadership team of a 21-person department and directly supervises six staff. His work includes protecting federal and industry-funded intellectual property, ensuring
- [Planning Pros Cuts Compliance Time by 80% and Saves $20,000+ Annually with Process Street](https://www.process.st/planning-pros-compliance-workflow-case-study/) - Before Process Street, Planning Pros operated at the mercy of manual processes and disconnected systems. New Zealand's shift from prescriptive to "vibe-based" regulations, where regulators wouldn't specify requirements but would punish non-compliance, left sole advisors facing an existential choice: sell out to larger firms or risk regulatory shutdown.
- [From 1 Week to 1 Day: 1818 Venture Capital’s New Spin on Intern Onboarding](https://www.process.st/case-study-1818-venture-capital/) - Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents,
- [CRMs Failed Them, So Atlas Fiduciary Automated Their Way to Success](https://www.process.st/atlas-fiduciary-financial-case-study/) - Discover how Atlas Fiduciary Financial used Process Street to automate workflows, reduce errors by 85%, and boost compliance and efficiency.
- [ISO 27001: The Secure Standard for Implementing & Auditing Your ISMS](https://www.process.st/iso-27001/) - In this article, we'll take a look at the foremost standard for information security management - ISO 27001:2013, and investigate some best practices for implementing and auditing your own ISMS. Here is a summary of what we'll cover in this Process Street article: ISO 27001: The basics & why standards are important Who needs ISO
- [How Process Street Helped a Financial Planning Firm Scale 200% Without Hiring More Staff](https://www.process.st/cwm-financial-planning-case-study/) - Concierge Wealth Management (CWM) and Insurance Solutions offers integrated wealth management and financial planning services for high-earning professionals, successful families, and individuals navigating wealth on their own terms. Like many growing financial services firms, CWM needed intricate processes and seamless coordination to manage diverse client needs across everything from life insurance to investment accounts. The
- [The Compliance Operations Platform](https://www.process.st/the-compliance-operations-platform/) - Most companies separate compliance and operations. Policies are written, stored, and reviewed on one side. Work gets executed, tracked, and reported on another. Audits arrive later, scrambling to connect the two. That separation is costly. It creates missed steps, inconsistent execution, and regulatory exposure. The distance between “what should happen” and “what actually happens” is
- [Keyper Cuts Property Management Processing Time by 75% with Process Street](https://www.process.st/keyper-property-management-case-study/) - Keyper is a fast-growing property management company in Dubai managing hundreds of rentals, maintenance requests, and tenancy renewals. But with work scattered across Salesforce, Trello, Airtable, DocuSign, and email, operations were slow and error-prone.
- [Airbnb’s Growth Strategy: How to Make $3.4B in ARR & IPO During A Pandemic](https://www.process.st/airbnbs-growth-strategy/) - The secret to Airbnb's continued growth and success is down to more than perseverance. Airbnb's growth strategy stands out from the crowd, here's why. I'm writing a post about Airbnb, from an Airbnb. Ironic yes, but not unlikely. In 2019, Airbnb hosted 272 million bookings globally. And, in 2020, despite a global pandemic restricting travel, Airbnb suffered relatively minimal losses of only 22%. 2020 was also the year Airbnb decided to go IPO, despite the global pandemic, a significant
- [Femtech & Wellness Apps: How to Find Product-Market Fit in a Pandemic](https://www.process.st/femtech/) - "In the midst of every crisis lies great opportunity." - A. Einstein I’ll refrain from attempting to mask something as devastating as the coronavirus with a silver lining. Nonetheless, there's no denying that while the world goes bust there is one industry that continues to boom: Tech. Since the first half of 2020, health and
- [How Chocolate Can Teach You All You Need to Know About Qualitative Research](https://www.process.st/qualitative-research/) - "Startups that regularly conduct qualitative research (not just quantitative) experience faster results in their quest to achieve product-market-fit." - Mitchell Posada, I'm a startup, do I need to do Qualitative Research? Why? Because by regularly doing qualitative research, you are engaging with (and acting on) the voice of your ideal customer. To the point where
- [How Alarca Realty Replaced Spreadsheets with Process Street to Streamline Property Management](https://www.process.st/case-study-alarca-realty/) - Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments. We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their
- [How Global Ag Input Solutions Uses Process Street to Communicate With Sales](https://www.process.st/case-study-global-ag-input-solutions/) - Global Ag Input Solutions uses Process Street to help direct operations and connect team members out in the field with those in the office. We sat down with Vicki Riendeau to learn how they employ Process Street’s checklists in their business. The Global Ag Input Solutions story Global Ag Input Solutions is a subsidiary of
- [How Avion Wealth Cut Client Onboarding Time by 30%](https://www.process.st/case-study-avion-wealth/) - Avion's processes were managed mostly on paper, leading to inefficiencies. That's where Process Street came in to help them cut onboarding time by 30%.
- [How Paul Abel Cut Headcount by 75%, Quadrupled Revenue, and Scaled Compliance with Process Street](https://www.process.st/elite-business-ventures-compliance-workflow-case-study/) - Elite Business Ventures (EBV) was a high-volume compliance and safety solutions provider with over 65 employees and millions in annual revenue. Known for brands like OSHA4Less, EBV served tens of thousands of customers in regulated industries across the United States.
- [Christian Marketing Case Study: 54% Higher Email Engagement & 150% More Event Attendees](https://www.process.st/teach-4-the-heart-christian-marketing-case-study/) - At Teach 4 the Heart, scaling operations meant finding a better way to manage daily tasks, email campaigns, and large-scale events like the Rise Up Summit.
- [Avon Healthcare Slashed Admin Delays by 30%](https://www.process.st/avon-healthcare-case-study/) - In healthcare, every delay has consequences. When processes break down, patients wait, clinicians burn out, and treatments stall. Globally, nearly 25% of a clinician’s workday is swallowed by admin, not care. And 30–40% of treatment delays can be traced back to outdated, manual workflows.
- [Calderys’ Blueprint for Faster, Smarter Global SAP Workflows](https://www.process.st/calderys-case-study/) - Calderys, a global leader in high-temperature refractory solutions, supplies critical materials to industries like steel, cement, and petrochemicals. With operations across Europe, the Americas, and Asia—including the UAE—the company supports extreme industrial environments with tailored, high-performance products.
- [How iQ Food Co Use Process Street to Manage Their Operations](https://www.process.st/case-study-iq-food-co/) - Toronto-based iQ Food Co is a long time user of Process Street and its operations are being driven forward with the aid of our platform. We spoke with Arthur Bekerman, the COO, about how iQ Food Co implement Process Street in their business. The iQ Food Co Story iQ Food Co is a company deeply embedded with an
- [How Hatch Canada Uses Process Street to Handle its Growth](https://www.process.st/case-study-hatch-canada/) - Hatch Canada has been a long time member of the Process Street community and utilizes our platform to streamline their recruitment and onboarding processes. We spoke with CEO Peter Kuperman about how Process Street is utilized within the business. The Hatch Canada story While children grow up with iPads and computers, their classes in school
- [How DenaliTEK Uses Process Street to Boost Consistency and Client Happiness](https://www.process.st/case-study-denalitek/) - DenaliTEK is an Anchorage-based IT services company which uses Process Street to perform and track everything from payroll to client maintenance. This lets them provide quality services to their clients more consistently and in less time. We spoke to their Controller Lisa Clark about how they use Process Street in their business. The DenaliTEK story
- [How TechMD Use Process Street to Manage All Their Recurring Processes](https://www.process.st/case-study-techmd/) - TechMD is an award-winning IT solutions firm specializing in strategic consulting and managed services. To help TechMD manage cybersecurity operations and client workloads, the company turned to Process Street to facilitate the necessary process management efforts. We spoke with company President Sebastian Igreti about TechMD's experience of Process Street. The TechMD Story TechMD is helping companies
- [How Dodson Property Management Manages 3500 Homes Using Process Street](https://www.process.st/case-study-dodson/) - Dodson Property Management is a Richmond-based property management company which uses Process Street to track the progress of everything from recruitment and onboarding to managing tenants and creating monthly reports for their landlords. This lets them make sure that their processes are carried out accurately and reliably, even when their team is on the go.
- [How A-Team Lending Made Employee Onboarding Paperless with Process Street](https://www.process.st/case-study-a-team-lending/) - The A-Team Lending is a California-based mortgage broker with over a dozen full-time employees and 20 commissioned salespeople. The A-Team hired process consultant Cary Wan to handle their marketing and improve their business systems Within the first month Cary has already managed to fully automate a large chunk of their HR systems which would otherwise
- [How Renegard Uses Process Street to Improve Productivity, Quality Control and Employee Onboarding](https://www.process.st/case-study-renegard/) - Renegard uses Process Street to enable manual, on-the-ground workers to execute tasks more efficiently and enable their managers to oversee all activity in real-time. They also use process automation to streamline the hiring and onboarding process. We spoke to their CEO, David Martin, about how they are using Process Street, what benefits they are experiencing,
- [How NW Maids Use Process Street to Increase LCV and Success Rate](https://www.process.st/case-study-nw-maids/) - NW Maids is a maid and cleaning company based in Seattle, WA with over 600 5-star customer reviews and a dedication to the highest standards. We spoke with founder Ilya Ornatov about how NW Maids uses Process Street daily to drive success rate, boost lifetime customer value (LCV), and reduce employee errors. The NW Maids
- [How PocketSuite Use Process Street to Save Money & Grow](https://www.process.st/case-study-pocketsuite/) - Learn how PocketSuite, a smartphone suite for solopreneurs, cut costs, saved time, improved productivity, and more by using Process Street for their business.
- [How LA Creative Technologies Uses Process Street to Streamline Client Onboarding, Offboarding and Project Management](https://www.process.st/case-study-la-creative/) - LA Creative Technologies uses Process Street to streamline client onboarding, offboarding and project management processes. Find out how from CIO Josh Wesis.
- [How Content Allies Saves $5000 a Month Using Process Street To Manage Their Core Operations](https://www.process.st/case-study-content-allies/) - Content Allies is a B2B podcast networking service which seeks to empower clients by helping them build meaningful relationships and grow their customer base. Podcasts are used as a key marketing channel. We spoke to CEO Jake Jorgovan to find out how Content Allies uses Process Street to slash business costs, improve efficiency, and drive
- [How Mindshare Collaborative Uses Process Street to Help Their Clients Expand and Grow](https://www.process.st/mindshare-collaborative-case-study/) - Process Street is a core piece of Mindshare’s offering; with the ability to provide processes across its entire community, Mindshare clients now have access to relevant and useful content they didn't have before.
- [How Premier Claims Uses Process Street to Efficiently Handle New Claims and Client Intake](https://www.process.st/premier-claims-efficient-new-client-intake-case-study/) - Find out how Premier Claims uses Process Street's features to run their claims and client intake process, improving efficiency, speed, and remote teamwork.
- [How Payroll Processors Uses Process Street’s Conditional Logic for Client Onboarding](https://www.process.st/payroll-processors-client-onboarding-case-study/) - Payroll Processors cut their client onboarding from 14 days to 5 using Process Street!
- [How BentoBox Uses Process Street to Scale Their Business Operations](https://www.process.st/bentobox-scaling-business-case-study/) - BentoBox have used Process Street for key processes like customer onboarding and employee onboarding, helping them smoothly scale their business operations.
- [Robbins Estate Law Outperform Competition by 2x (with Process Management)](https://www.process.st/kyle-robbins-estate-planning-probate-attorney-case-study/) - use Process Street to double their effective capacity & outperform competing law firms.
- [ERP Suites Halved Onboarding Time & Saw 5X Fewer Customer Complaints with Process Street](https://www.process.st/case-study-erp-suites-customer-success/) - Not only has the company seen fewer unhappy customers, but this streamlined approach has also enabled ERP Suites to expand more efficiently.
- [Murray Dare Saw 25% Increase in Productivity (& Cut Costs by 18%) with Process Street](https://www.process.st/case-study-murray-dare/) - Armed with process documentation solutions and process automation, Process Street has empowered Murray Dare to cut costs, increase productivity, improve content quality, improve scalability, and more!
- [Southport Technology Group Use Process Street to Optimize Onboarding Processes](https://www.process.st/case-study-southport-technology-group/) - Southport Technology Group uses Process Street to optimize their onboarding programs for clients, developers, and employees.
- [How Process Street Kept Rockstar Connect's Staff Employed During COVID ](https://www.process.st/case-study-rockstar-connect/) - Rockstar Connect had trouble managing its workload before they found the magic of Process Street's workflows, it even helped to save the business during COVID.
- [Process Street Helped Leverage Retain Knowledge & Increase Efficiency](https://www.process.st/case-study-leverage/) - Leverage is an operations consulting company that has found great success using Process Street for knowledge retention and efficiency. This post explains how.
- [How Fairwinds Technologies Improved Operations with Process Street](https://www.process.st/how-fairwinds-technologies-improved-operations-with-process-street/) - Fairwinds Technologies was founded by leaders from the Department of Defense (DoD) and commercial technology space. The goal of Fairwinds Technologies was to combine the best of both backgrounds and bring the latest in commercial technologies to the military. But as a new company, they realized that their procedures and processes were underdeveloped. That’s when
- [How Wodify Uses Process Street to Onboard Employees and Manage Customer Success](https://www.process.st/case-study-wodify/) - Wodify is a long time customer of Process Street that uses the platform to streamline their employee onboarding and power their customer success program. We spoke to their Product Manager Elli Rego about how they use Process Street in their business. The Wodify Story Fitness requires motivation and dedication, both of which are driven by
- [How Colliers Manages Some of the Largest Buildings on the Planet](https://www.process.st/colliers-case-study/) - Colliers uses Process Street for successful project planning, implementation, collaboration, and tracking.
- [Zonos Streamlined Customer Onboarding and Slashed Implementation Time by 40% with Process Street](https://www.process.st/case-study-zonos/) - In this article, we're breaking down how Zonos streamlined customer onboarding and slashed implementation time by 40% by using Process Street.
- [How Acuity Improved Operational Efficiency with Process Street](https://www.process.st/case-study-acuity/) - In this article, we're breaking down how Acuity streamlined operations and improved overall efficiency by using Process Street to manage their recurring work.
- [How Golchin Consulting Services Reduced Costs with Process Street](https://www.process.st/case-study-golchin-consulting-services/) - We're breaking down how Golchin Consulting Services transformed their chaotic manual document handling into an efficient, automated process with Process Street.
- [How Pro FS Reduced On-Site Training Time by 50%](https://www.process.st/case-study-pro-fs/) - In this case study, we’re breaking down how Pro FS used Process Street to reduce on-site training time by 50% (and how you can do it to).
- [Procurement Compliance Made Easy for Canadian Government](https://www.process.st/case-study-canadian-government/) - A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the
- [How Salesforce & Process Street Nailed Client Onboarding at Scale](https://www.process.st/case-study-salesforce/) - Learn how Salesforce streamlined global client onboarding, reduced errors, and scaled processes using Process Street's advanced project management features.
- [How Raw Capital Partners Cut Onboarding Time by 70%](https://www.process.st/case-study-raw-capital-partners/) - In this article, we're looking at how Raw Capital Partners leveraged Process Street to improve their workflow management and cut onboarding time by 70 percent.
- [How to Crush Your Next Joint Commission Audit Without Burnout](https://www.process.st/join-commission-audits/) - If your Joint Commission audits feel like a fire drill, you probably have a workflow problem.
- [6 Checklists to Perfect Your New Employee Onboarding Process](https://www.process.st/new-employee-onboarding-process/) - By using this new employee onboarding process you will increase employee retention, cut costs by keeping your best employees and save up to $10,000 per year.
- [What is ISO 9001 Certification? How to Get Certified (For Beginners)](https://www.process.st/iso-9001-certification/) - ISO 9001 certification, while not a necessity, is a badge of honor for businesses Find out what it takes to get certified!
- [Compliance Audit: What It Is, How to Prepare, and Why You Should Care](https://www.process.st/compliance-audit/) - Don't run the risk with industry guidelines - use this post to learn all about what compliance audits are and how you can prepare for them.
- [10 Top HIPAA Policies and Procedures Templates to Manage Compliance](https://www.process.st/hipaa-policies-and-procedures-templates/) - If your organization violates HIPAA, you can face a jaw-dropping fine. Start using these 10 superpowered checklists to manage compliance with HIPAA policies and procedures.
- [14 Top GRC Tools for an Integrated Governance, Risk and Compliance Strategy](https://www.process.st/grc-tools/) - A recent study from Ponemon and Globalscope reported the average cost of meeting compliance mandates is $5.47 million, versus non-compliance fines of $14.82 million. No organization wants to cough up massive non-compliance charges. And one effective means of avoiding such scenarios is by using a robust, effective, and integrated governance, risk, and compliance (GRC) approach.
- [SOC 2 Compliance Made Easy (with Process Street & Drata)](https://www.process.st/soc-2-compliance-software/) - Learn how to speed up SOC 2 compliance, automate recurring audit tasks, and simplify complex tasks with Process Street and Drata.
- [6 Top Document Management Systems Compared](https://www.process.st/document-management-systems/) - You might not know it by its formal title, but if you're a Google Drive user, you're already using a document management system. The good news is that there are other solutions out there with a ton of various features. Document management systems can be as simple as a shared version of Windows Explorer and
- [What is Quality Management? The Definitive QMS Guide (Free ISO 9001 Template)](https://www.process.st/quality-management/) - What can we learn from one of the most tragic disasters of quality management in human history? From QMS basics, to implementation, to continuous improvement - this post has it all.
- [Best QMS Software for Quality Management Systems: Which is Right for You?](https://www.process.st/qms-software/) - How do you choose the best qms software for your business? Find the right tool and learn how to implement an agile QMS into your !
- [ISO: Everything You Need to Know (Ultimate Guide + Free Templates)](https://www.process.st/iso/) - ISO means standards. A standard is just a set of requirements, decided by experts, for doing something specific. A lot of standards exist under the banner of ISO, for all sorts of things, from quality management, to environmental and social responsibility guidelines, to how to design medical devices. They're useful because they help you to
- [ISO 9001: The Ultimate QMS Guide (Basics, Implementation, ISO Templates)](https://www.process.st/iso-9001/) - Consumer Reports publishes an annual reliability survey, which includes data on over 470,000 cars. In this report, owners of Tesla's Model 3 experienced a number of problems, including chassis hardware, paint and trim related faults, indicative of a build quality that fell far shorter than expected standards set across the automotive industry. The Model 3
- [Beyond Day One: Creating an Onboarding Experience That Sticks with Victoria Cooke](https://www.process.st/onboarding-process-improvements/) - Discover how Victoria Cooke transforms onboarding with pre-boarding, remote strategies, and authentic experiences that build lasting trust.
- [Partner Spotlight: How Kelli Segretto Transforms Property Management Companies with Process Street](https://www.process.st/partner-spotlight-k-segretto-property-management-consulting/) - In this partner spotlight,we learn about K Segretto Consulting, a Property Management Consulting business,and how it transforms its clients with Process Street.
- [How Hustle Fund Saves $150,000/year with Process Street](https://www.process.st/case-study-hustle-fund/) - Discover how Hustle Fund, a venture capital firm with over 500 investments, saved $150,000 annually and thousands of hours by automating deal execution and compliance processes using Process Street. Learn how they streamlined operations, enhanced compliance, and completed audits ahead of schedule.
- [Setting Expectations: The Key to a Successful Employee Onboarding Experience with Caroline Yost](https://www.process.st/onboarding-strategies-for-talent-retention/) - Onboarding isn’t just about introductions and paperwork—it’s about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast, Erin Rice speaks with HR expert Caroline Yost about the one thing most onboarding processes get wrong: a lack of clear expectations.
- [The Secret to Meaningful Employee Onboarding with Jen Bergren](https://www.process.st/human-connection-onboarding/) - In this episode of the Employee Onboarding Podcast, Jen shares insights from her research and experience on why successful onboarding is about fostering relationships, confidence, and belonging from day one.
- [The Hidden Connection Between Onboarding & Your Bottom Line with Megan Weizel](https://www.process.st/onboarding-strategies-talent-retention/) - Discover how Megan Weizel transforms onboarding with pre-boarding, remote strategies, and authentic experiences that build lasting trust.
- [The 17 Best Private Equity Processes for Operational Excellence](https://www.process.st/private-equity-processes/) - Private equity processes involve multiple stages. This article explores the key processes and provides the essential templates that simplify them.
- [Employee Spotlight: Ellie Mahoney (Product Manager)](https://www.process.st/employee-spotlight-ellie-mahoney-product-manager/) - From archaeology and tech, to geese-rearing in the French Alps. Ellie Mahoney—the Product Manager who's been there, done that—shares her Process Street story.
- [Employee Spotlight: Gustavo Amaral, Customer Success Manager](https://www.process.st/employee-spotlight-gustavo-amaral/) - In this Employee Spotlight blog post, we learn about our customer Success Manager and learn about his commitment to professional development at Processs Street.
- [Robotic Process Automation Tool Kit: 5 RPA Tools and Best Practices To Help You Get Started](https://www.process.st/rpa-tools/) - Find out how Robotic Process Automation can speed up your business processes and remove process error. We give to you 5 RPA tools and best practices.
- [Go Lean and Go Green: Green Technology to Future Proof Your Business](https://www.process.st/green-technology/) - Green technology adapts our economic system to meet environmental and societal needs. Find out how to implement green tech in your business or line of work.
- [What is Form Automation Software? How to Pick the Best Form Software](https://www.process.st/form-software/) - I have a riddle for you: What has four sides, often goes missing, comes from trees, and can be expensive to reproduce? I’ll give you a hint. It wastes up to 40% of on-the-job time, and about $120 billion per year in the US alone. Need another? Around 7.5% of them will be lost or
- [The Must Have Social Media Management Tool for Any Business](https://www.process.st/the-must-have-social-media-management-tool-for-any-business/) - View Full Size - Image Credit [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". Social Media is Powerful Social Media is a powerful marketing tool for all businesses. It's cheap, has a far reach and
- [Show Your Customers You Care: 5 Ways to Improve Your Customer Experience](https://www.process.st/improve-customer-experience/) - When thinking of the world’s most popular brands, which ones come to mind? In Forbes’ annual list of the World’s Most Valuable Brands, Apple, Google, Microsoft, Amazon, and (META) Facebook are identified as some of the top-performing companies, with earnings being a key indicator of their success. But while revenue may be a significant proof
- [App Virality Hacks: How Trello and Asana Grew to Millions of Users](https://www.process.st/app-virality-trello-vs-asana/) - If you're looking to rapidly grow your user-base by optimizing your product, simply signing up to Trello and Asana will give you a masterclass. These two apps are optimized for virality because they work best when teams collaborate around them. Here's how it's done. The whole point of project management apps is to give teams
- [9 Property Management Workflow Templates to Keep Your Rental Processes on Track](https://www.process.st/property-management-checklists/) - There's a growing need for process documentation in real estate Managing properties isn’t just about real estate — it’s just as much about relationships. You have to track conversations and deal statuses across multiple landlords, tenants, and applicants in addition to managing the properties themselves. It’s high-touch, high-urgency, and high-stress work. Especially if you don’t
- [Advanced Content Promotion Checklist and Guide](https://www.process.st/content-marketing-checklist/) - Introduction Content marketing is not easy, it takes a lot of elbow grease to create valuable content and even more to promote it! The promotion part is something that many companies tend to miss when looking at a content marketing strategy. A general rule of thumb is you should spend 30% of your time creating
- [How Organizational Commitment Can Help Retention (+ Free Template)](https://www.process.st/organizational-commitment/) - Organizational commitment helps your employees stay for the long term. It's worth understanding how to use it to avoid employee churn.
- [How to Create a Weekly Tasks List (And Never Forget a Deadline Again)](https://www.process.st/weekly-tasks/) - When I started at Process Street, I was just a writer. I had the organizational skills of a child, and I was used to delivering a single piece of work at a time. As I was given more responsibilities, I started forgetting my regular tasks and working on whatever seemed important at that moment. Since
- [How To Write Consulting Proposals in 10 Easy Steps (+ Free Template!)](https://www.process.st/how-to-write-consulting-proposals/) - This is a guest post by Victor Eduoh, a SaaS content strategy consultant and copywriter. He helps early- and growth-stage SaaS companies drive growth, using the SaaS content topic clusters strategy and Product-Led Storytelling, two concepts he developed. “And, after all, winning business is what writing proposals is all about." Tom Sant, in his bestselling
- [How Bad Processes Are Destroying Zenefits](https://www.process.st/bad-processes/) - In 2013, Zenefits co-founder and CEO Parker Conrad made a bold statement at TechCrunch Disrupt: “If you’re an insurance broker, we’re going to drink your milkshake.” For a while, it seemed he would make good on this promise. Zenefits, the YC-backed free 2-in-1 HR platform and insurance broker, is championed as one of the fastest-growing
- [Top 5 SaaS Tools to Kill Your Competitors With Kindness](https://www.process.st/saas-tools/) - Retaining customers is x5 less expensive than obtaining new ones. Find out the top tools and techniques you can use for optimal customer success.
- [Audit Process: 5 Expert Steps for You to Get Your Audit Right](https://www.process.st/audit-process/) - $22 trillion. That was the cost of the financial crisis to the U.S. economy. This created a less than ideal environment for any business to survive in. The period saw 200,000 small businesses vanish into a black hole of recession, engulfing 3 million jobs down with them. I have said it before, and I will
- [How to Avoid Burnout and Thrive as a Remote Team (Free Tips & Templates!)](https://www.process.st/how-to-avoid-burnout/) - Remote teams needn't struggle with burnout. Learn how to avoid burnout and get free checklist templates to help you succeed as a remote team!
- [Google Apps vs Microsoft Office 365 — The Best Productivity Suite for Business](https://www.process.st/google-apps-vs-microsoft-office-365/) - A productivity suite covers all of your basic needs such as email, calendar, documents and shared file storage and is the core of all the business apps on the cloud. There are two major players in this space: Google Apps and Microsoft Office 365. While we might all have our current preferences and lean towards Google
- [What Drives the Entrepreneurial Spirit? Philosophy for Modern Leaders](https://www.process.st/entrepreneurial-spirit/) - When I first heard the phrase “entrepreneurial spirit,” I laughed. Scoffed, actually. I pictured zen-like self-help gurus in yoga pants up on a mountain retreat à la Topher Grace’s Black Mirror tech genius encouraging his followers to embrace their culturally-appropriated spirit animals and open their chakras for more fulfilling hostile takeovers. Or Jared Leto. “Does
- [Office Hours: Top Tips on How to Create an Effective Open Door Policy for Your Remote Team](https://www.process.st/office-hours/) - Learn how to build an open door policy remotely using remote office hours. Overcome communication and collaboration challenges that hinder your teams success.
- [The Ultimate Website Launch Checklist: Improve Design, SEO & Speed](https://www.process.st/website-launch-checklist/) - Launching a website can be a huge undertaking. A successful launch requires managing many moving parts including content, design, marketing and the technical side. That's why we have created this handy checklist for you to use on your next website launch or redesign. And don't forget, you can get this as an interactive checklist that
- [The Checklist Manifesto Review](https://www.process.st/the-checklist-manifesto-review/) - A book about disasters, human error and a simple tool that could well be the answer Surely we don’t need any more bureaucracy, do we? Writer and surgeon Atul Gawande says yes, in fact we do. Box-checking and form-filling are often seen as the direct opposites of efficiency, but how many skyscrapers just tumble down
- [Making Checklists: Our Top 5 Tips From Pros Around The World](https://www.process.st/making-checklists/) - In this article, we provide unique insights, from our own novel qualitative research, into how you can create the best checklists for your business.
- [Video SEO Marketing: How to Optimize Video Content for Better Search Rankings](https://www.process.st/video-seo-marketing/) - People want to see video content. But without proper video SEO marketing, your videos won't get seen. Here's how to optimize videos for search rankings.
- [7 Fully-Documented Marketing Processes You Can Outsource to a Virtual Assistant](https://www.process.st/marketing-processes/) - We've had a few requests lately for some pre-made processes you can assign to a virtual assistant, so I thought I'd take the day to create processes for a whole heap of tasks we regularly need help with here at Process Street. Not only will it help us further systemize our operations, but you get
- [I Analyzed 250 SaaS Pricing Pages — Here's What I Found](https://www.process.st/saas-pricing-pages/) - There are a lot of best practices for SaaS pricing pages out there, but I thought the best way would be to look at the pricing of the most successful SaaS companies.
- [How to Boost Workplace Productivity: 5 Tech Examples](https://www.process.st/workplace-productivity/) - This is a guest post written by Jeff Oxford. Jeff is a tech enthusiast who follows new trends in technology and digital marketing. He had been a speaker at the 2013, 2017, and 2018 IRCE and has written contributions to Forbes.com, InternetRetailer.com, and Infusionsoft. Staying on top of tasks amid distractions is not a problem exclusive
- [The Zen Master's Guide to Email Productivity](https://www.process.st/email-productivity/) - Yesterday I found out that the average person checks their emails 77 times per day. Seriously? Is that what people do? Back in the 90s, computers used to gleefully announce that 'you've got mail', but now clearing your inbox is cause for celebration. It's been said email is evil, a demon, a destructive force or
- [How to Build Better Employee Accountability with Processes](https://www.process.st/employee-accountability-processes/) - According to the American Management Association, one-quarter of workers seem to avoid responsibility on the job on average, and 21% of companies believe that the figure is as high as 30-50%. From these stats, it's clear that low employee accountability is wasting company money on a massive scale. At the same time, almost two thirds
- [Employee Checklists: How Successful Organizations Use Them](https://www.process.st/employee-checklists/) - Trump. Pineapples on pizza. Checklists. What the public is divided on is incredibly varied. To boot, how the public uses checklists varies even more. For instance, at Process Street, we use checklists for pretty much everything - not only because we're a virtual team, but also because, well, we know they're darn useful. But we
- [What Are Webhooks? How We Use Webhooks at Process Street](https://www.process.st/webhooks/) - Automation has been one of the key emerging trends of the late 2010s, and will likely be a defining characteristic of the 2020s. It's something we've covered extensively at Process Street, and something we've taken huge advantage of internally as well. The move from companies only providing enterprise-level API access to their software over to
- [The Best Real Estate Asset Management Processes to Optimize Efficiency](https://www.process.st/real-estate-asset-management-processes/) - Real estate asset management requires meticulous oversight. We’ll explore essential real estate asset management processes and the templates that simplify them.
- [The Most Important Investment Banking Processes Every Professional Needs](https://www.process.st/investment-banking-processes/) - Investment banking processes involve detailed steps from deal origination to execution. Here are the 80 templates professionals need to run their operations.
- [Employee Spotlight: Tony Vila (Senior Product Designer)](https://www.process.st/employee-spotlight-tony-vila/) - In this Spotlight Series, we are talking to Tony Vila. Tony is our Senior Product Designer who has a background in horticultural product design.
- [How Process Street's New Feature Solves Common Project Management Challenges](https://www.process.st/introducing-process-streets-new-tasks-feature/) - Efficient project management is crucial in all workspaces. That’s why Process Street has introduced the new Tasks feature for centralized task management.
- [Introducing Process Street's 'My Work' for Improved Team Collaboration](https://www.process.st/introducing-process-street-my-work-feature/) - Traditional systems lack the flexibility and visibility needed to stay organized. That’s where Process Street's newly-improved 'My Work' feature comes in.
- [The Ultimate Risk Management Guide: Everything You Need to Know](https://www.process.st/risk-management/) - Organizations face many uncertainties that can disrupt operations, threaten profitability, and damage reputation. This is where risk management comes into play.
- [Create a Knowledge Management System to Win](https://www.process.st/knowledge-management/) - Keep track of all your important resources in one handy system. Use knowledge management to help your team improve their efforts!
- [Podcast: How to Master Remote Team Engagement](https://www.process.st/remote-team-engagement/) - Whether you’re part of a small startup or a large organization, this guide offers practical advice to help you improve your remote team engagement.
- [How The Onboarding Revolution Can Prevent The Great Resignation Regret](https://www.process.st/onboarding-revolution/) - The Great Resignation is upon us. How can embracing the Onboarding Revolution help prevent your top talent from leaving you?
- [How to Unlock the Secret to Customer Success: Automation](https://www.process.st/customer-success-automation/) - This is a guest post from Shawn Mike. Shawn has been working with writing challenging clients for over five years. His educational background in the technical field and business studies has given him the edge to write on many topics. He occasionally writes blog articles for Dynamologic Solutions. According to statistics, it is claimed that
- [15 Landing Page Best Practices to Boost Conversion Rates](https://www.process.st/landing-page-best-practices/) - We all want our audience to do something, be it to sign up for a new product or download an ebook. This is why landing page best practices exist - to boost conversions. That's why this post brings you 15 of these tips in detail, covering everything from how the ideal headline formulas to how
- [14 BPM & Six Sigma Courses You Can Take to Become a Systems Expert](https://www.process.st/bpm-six-sigma-courses/) - Every business needs optimized processes. We've proven that again and again on the Process Street blog. However, since business process management is taught formally in academies, the available material usually consists of dense technical documents and complex case studies. When you're just getting started, it's easier to absorb information in the form of video than
- [How to Create Viral Marketing: 6 Lessons From 10,879 Articles](https://www.process.st/viral-marketing/) - Everyone wants to be the next Dollar Shave Club ad. Aside from being a fantastic and effective ad, it's a perfect example of viral marketing, with almost 24.5 million views and counting. Unfortunately, most of us can barely agree on what classes as “viral” content, let alone create it at will with a set marketing
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- [I Analyzed the Copy on 87 SaaS Startup Landing Pages — Here's What I Found](https://www.process.st/startup-landing-pages/) - The copy on your SaaS startup's landing page is one of the major factors that determines whether your product lives, or dies a horrible death. Unbounce cites headlines as the single most important element of a landing page, and that's for good reason. Several decades back, advertising legend David Ogilvy said: "When you have written
- [Weekly Review Checklist: An Insanely Productive Week in 14 Steps](https://www.process.st/weekly-review/) - It’s easy to wake up, check the tasks marked for today and get stuck in with your most urgent and important duty. What’s harder is taking a big picture look at your task list. Who can be bothered with that? Surely that's an hour you'll never get back? Nope! You've got a bunch of tasks
- [How to Make a To-Do List to Power up Your Productivity](https://www.process.st/make-a-to-do-list/) - In the last chapter, I showed you how to get tasks out of your head and into your notebook. In this post I’m going to answer some questions you might be having about what to do next, and show you how to make a to-do list even when you're short on time. Where do I
- [What is Task Management? 3 Proven Methods Explained](https://www.process.st/what-is-task-management/) - The most productive people on Earth aren’t superheroes. They have the same amount of hours in their day as you do, and often find ways to work far fewer hours, too. How do they do it? When I was struggling to stay on top of my new responsibilities, I was asking the same question. Over
- [Task Planning: Getting Tasks Out of Your Head & Into Your Notebook](https://www.process.st/task-planning/) - Are you ever at a loss when it comes to planning your tasks? A good chunk of the time, I feel exactly like that. That’s ok. Task management exists because planning and executing projects is hard. Last night, I sat down with my wife and we wrote down everything we’ll need to do when we
- [Trello vs Asana: The Best Project Management App in 2023?](https://www.process.st/trello-vs-asana/) - Tracking your work and what you do may sound a little simple (however, we've proven before that it's not necessarily the case). But just imagine having lots of people working on the same project at the same time. That's when it actually becomes not so easy to track what's going on. Online collaboration tools are on
- [Evernote vs OneNote: The Best App for Note-Taking, Researching and Organizing?](https://www.process.st/evernote-vs-onenote-note-taking-app/) - After I accidentally threw my Macbook out of a moving car and couldn't afford another one, I'd suffered with a Windows machine for 2 years before getting a Mac again. I made a solemn oath never to use Windows software again, but last week, I did something that really shocked me. I enjoyed using a Microsoft
- [How Our First Ebook Launch Landed Us 746 Subscribers in 1 Day [+ Free 14-Step Checklist Guide]](https://www.process.st/ebook-launch/) - Recently, we launched our first ebook, “The Ultimate Guide to Business Process Automation with Zapier”. After searching around for tips on launching and promoting an ebook, I came up a bit short, stumbling mostly across 90s-style sales pages for trashy looking products. So, we decided we’d have better luck coming up with our own strategy. And,
- [Productivity at Work: How to Cut Your Week In Half](https://www.process.st/productivity-at-work/) - Everyone on the 9-5 grind fantasizes about working fewer hours. It’s one reason why Tim Ferriss’ The 4-hour Workweek shot to the top of the bestseller list when it came out in 2007. It offered people a chance to live the dream. So why isn’t everyone doing it today? The 4-hour Workweek is irresistible. But
- [The 5 Customer Success Tools You’ll Need to Serve Billion Dollar Companies](https://www.process.st/customer-success-tools/) - Customer success has the unique distinction of being both the #1 driver of revenue retention in SaaS companies and SaaS companies’ best kept secret. According to Jason Lemkin, founder of SaaStr, customer success is where 90% of revenue is. For such an important topic, though, the dialogue around customer success is terrible. Most conversations about
- [The Best To-Do List App? Todoist vs Wunderlist vs To-Do vs Any.Do](https://www.process.st/best-to-do-list-app-todoist-vs-wunderlist-vs-any-do/) - I’ve had something of a battle with to-do list apps recently which has shown me that it’s as much about the app as it is about the way you interact with it. Your productivity really depends on the environment you manage your tasks in and the way your tasks are presented to you. With this
- [14 Top SaaS Companies Reveal Their Customer Success Process](https://www.process.st/customer-success-process/) - People with ‘Customer Success’ in their job title haven’t been around for very long. They’re kind of like Sales, but not focused on selling. They’re a bit like support, but don’t deal with just any old tyre-kicker. For products like a t-shirt, there’s no need to make sure customers get success. If they bought it,
- [How (and When) to Automate Your Customer Success Process](https://www.process.st/customer-success-system/) - Customer Success isn't something you do once or someone you hire to make magic happen. Unfortunately for those who are shy of putting in the effort, it's a process. A customer success process should include many of the functions we've talked about so far in this guide, such as customer support and NPS surveys, but also
- [Improving Your SaaS User Experience for Customer Success](https://www.process.st/saas-user-experience/) - I've talked at length in the past about the user onboarding process, the difficulties of first-time use and how empty states can solve some of these problems. While this is all well and good when you're trying to tackle user drop-off after the first session, what about the later stages? Assuming that everything else has clicked
- [How to Shape SaaS Customer Retention Strategies that Beat Churn](https://www.process.st/customer-retention-strategies/) - Earlier in the month, I wrote about what churn is, and how to calculate it. Now, I'm going to cover how to beat it. This is part 5 in an ongoing series on customer success for SaaS companies. Here are the previous 4 parts if you need a solid introduction to customer success: What is
- [Inbox vs Gmail: Why I Made the Permanent Switchover](https://www.process.st/inbox-vs-gmail/) - While writing a recent article for TechCrunch about empty states in app design, I came across Inbox by Gmail — the app which rewards you with a sunny sky when you hit inbox zero. Inbox vs Gmail: The Full Comparison I'm probably a little late to the party, and as much as I love Gmail
- [How to Calculate NPS with the Perfect Customer Happiness Survey](https://www.process.st/calculate-nps/) - Customer Happiness is a metric unlike any other. It's not founded on principles of revenue, bounce rate or any other traditionally mathematical ideas. Customer Happiness is based on emotions, not data. And while these emotions can be formulated as data, one of the first steps is to work out how. In this blog post series
- [What is Churn? An Introduction for SaaS Companies](https://www.process.st/what-is-churn/) - Churn is the enemy. Churn is the sickness that will kill your SaaS company. Redpoint VC Tomasz Tunguz showed us just how damaging churn is to the MRR of SaaS companies and how an adjustment of just 5% can make a massive impact. Churn is the rate your customers are cancelling their subscriptions to your
- [What is Customer Success? An Introduction for SaaS Companies](https://www.process.st/what-is-customer-success/) - When you sell a coat or a bar of chocolate, customer success isn't necessary. Those are simple, self-explanatory products that everyone knows how to use. Even with things like a new vacuum cleaner, customer success isn't required. A user manual and a hotline is as far as most things go. With your SaaS product, however,
- [Time Management Tips: How I Cut Three Hours From My Day](https://www.process.st/time-management-tips/) - I was a busy guy. Between work, family, trying to keep fit, and fitting in a little relaxation, there never seemed to be enough hours in the day to get things done. I’d get to the office at 7am, wouldn't leave until 6pm, ate lunch while processing email, and rushed home to eat dinner with
- [7 Customer Success Integrations That Let You Focus on Retention](https://www.process.st/customer-success-integrations/) - It's thought that a high-touch approach to customer success does not scale. Here are the common objections: There aren't enough hours in the day to personally oversee 10,000 users. Even if there were enough hours in the day, there aren't enough of us to do it and still be profitable. Even if there were enough
- [Concierge Onboarding: How to Make Customers Happy and Keep Them That Way](https://www.process.st/concierge-onboarding/) - Megatrends — A Technological Prophet The 1980s was the dawn of technology as we know it. It was also the dawn of hilarious technological hyperbole — you could hear the excitement in the voices of companies declaring they had built 'the only computer you'll need for years to come'. Although laughable in the present day, commercial
- [14 Client Onboarding Checklists for Finance, IT, Medical, SaaS, Real Estate…](https://www.process.st/client-onboarding-checklists/) - If your client onboarding process isn't up to scratch, you're leaving money on the table: 4 checklists to help you develop the perfect client onboarding process
- [32 Google Drive Tips You've Probably Never Heard Before](https://www.process.st/25-google-drive-tips-youve-probably-never-heard-before/) - Back in 2014, I moved over from Dropbox to Google Drive and found a few unexpected benefits. At first, I had a little trouble managing the space since the 1TB on my Google Drive was bigger than my HDD, but after I got that sorted I started to learn some of the deeper features of
- [How to Make Gmail Your Default Mail Client (Chrome, Safari, Firefox)](https://www.process.st/how-to-make-gmail-your-default-mail-client/) - We have a feature in Process Street that allows you to create email templates and send them straight from within the app. This is great if you are using a mail client such as Outlook, Mail, Thunderbird or a mobile device. It works smoothly. But some people (like myself) prefer to use Gmail as their
- [Stay on your Hustle: The 22 Best Entrepreneurial Movies](https://www.process.st/stay-on-your-hustle-the-22-best-entrepreneurial-movies/) - Running a business is hard. The below movies are great for a break and can help you remember why you got into business in the first place. This post was brought to you by Process Street, proces management software for teams. Check out the process manifesto. Wolf of Wall Street (2013) “I believe in total
- [Download Your Free Microsoft Word Checklist Template](https://www.process.st/checklist-template-word/) - If you're into printing out and filling in your checklists, here's a 1-page Microsoft Word checklist template. It's easily customizable, and shouldn't be much trouble to edit inside Word if you want to include more or fewer boxes / pages. Below is what it looks like as a full page. Simply change the title to whichever
- [The 30 Best Free Project Management Software (And Why They're Great)](https://www.process.st/project-management-software/) - There is tons of great project management software out there! To help you while you shop, use this list to find the best (free) one for your team.
- [What is BPM Software? The Ultimate Business Process Management Software (BPMS) Guide](https://www.process.st/bpm-software/) - A BPM mega-post. All about BPM basics, how to BPM in practice, use cases, a glossary of terms, and a list of top BPM software.
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- [Zapier vs IFTTT: The Best Way to Automate Your Life?](https://www.process.st/zapier-vs-ifttt/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". Business vs Casual, Zapier vs IFTTT Whether it's Coke vs Pepsi, Ariel vs Persil or Hawaiian pizza vs everything good in the world, rivalries are everywhere. They
- [What is BPM? The Ultimate Guide to Getting Started](https://www.process.st/what-is-bpm/) - In this article I’ll attempt a comprehensive guide to “what is bpm”, from absolute beginner to fully-automated luxury BPM control station.
- [An Introduction to Automated and Interactive Processes](https://www.process.st/interactive-processes-vs-automated-processes/) - All managers face the same question: “How do I improve the way my business works?” Well, according to BPTrends 2016 report, the percentage of executives who see processes as the crucial way to drive their businesses forward is 24 times the number who always have standard processes to follow and 6 times the number who always
- [An Introduction to Process Street for Consultants](https://www.process.st/process-street-consultants/) - What is Process Street? The best way to document and manage your processes, and those of your clients. Period.
- [What is Business Process Management? A Really Simple Introduction](https://www.process.st/what-is-business-process-management/) - If there ever was a three-word phrase that sounded dull enough to be a sedative, it's business process management. It's probably the vagueness that's so off-putting. Which process? Managed how? Who's business? In the last chapter, I went deep into what a process is and then why processes are important. I'll recap so you don't have to
- [The Growth Strategy Zapier Used to Get Over 1,000,000 Users](https://www.process.st/growth-strategy/) - In this episode of the Business Systems Explored podcast, we talk to Zapier's Alison Groves about growing a tech startup to 1,000,000 users. Want to grow your software company to 1,000,000 users? In this episode the Business Systems Explored podcast, we speak to Alison Groves, the Partner Marketing Manager at Zapier, and find out exactly
- [Form Automation: Turning Your Checklists Into Databases](https://www.process.st/form-automation/) - Introducing Form Fields It's been a long time coming but we are beyond excited to announce that you can now add form fields to your process checklists in Process Street. Check out the short video below for an intro to forms. Form fields allow you to collect and store important data within set fields in
- [The Ultimate Guide To Business Process Automation With Zapier Is Here!](https://www.process.st/business-process-automation-zapier/) - The Business Process Automation Ebook That Will Save Your Work Day The day is here and the time is now; we're proud to announce the release of our Ultimate Guide To Business Process Automation with Zapier! We've created the perfect resource to get you saving time and money by automating your business' processes. From basic
- [50 Efficient Business Process Automation Examples You Can Steal](https://www.process.st/business-process-automation-examples/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". Get Creative with these Real Life Examples of how Zapier can Ease Your Workload It's all well and good to be told how to do something, but
- [Why Zapier is Your Dream Automation Software](https://www.process.st/automation-software/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". The Essential Secrets of Automation Software Last week, we treated you to the first post in our Zapier series. "What is Zapier?" covered the basics, but in this
- [222 Zaps to Crush Your Current Process Automation](https://www.process.st/process-automation/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". Use These Premade Zaps to Kickstart an Easier Life One of the downsides of Zapier is undoubtedly its complexity; when you're just starting out with process automation
- [The Surprisingly Interesting Reason Amazon Killed Sears](https://www.process.st/delivery-process/) - When Captain Picard of the USS Enterprise wants something done, he points his finger and orders someone to “make it so.” This catchphrase is what the retail giant Amazon almost called itself: “MakeItSo.com.” Doesn’t have the same ring to it, right? While there’s no finger-pointing involved, this is basically how home delivery services work these
- [What Is Zapier? The Essential (Unknown) Time Saver](https://www.process.st/what-is-zapier/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". How to Automate Your Business and Personal Life There's always something which can make your life easier. Whether you're stuck watching infomercials at 2 am through lack
- [The 14 Best Organization Apps For Your Work and Life (FREE)](https://www.process.st/best-organization-apps/) - Here's a list of the 13 best organization apps, from calendars to note-taking apps and to-do lists, this will help you get yourself in gear.
- [30 Ways to Close More Deals with CRM Integration](https://www.process.st/crm-integration/) - CRM integration allows you to make faster sales by automating the most time consuming parts of your job. Find out how to set it up in this guide.
- [50 Workflow Automation Tips to Save Time & Money](https://www.process.st/workflow-automation-tips/) - Process Street is the easiest way to automate workflows in your business. Take a look at these 50 ways you can create workflow automation with Process Street.
- [Connect Process Street with over 1,000+ Apps - Announcing our Zapier Integration!](https://www.process.st/process-street-zapier/) - Hooray! We're pleased to announce yet another integration for Process Street. This time it's a big one — Zapier. It connects us with over 400 different services including Salesforce, Mailchimp, Wufoo and the whole suite of Google Apps. If Zapier was a physical object, it would look a bit like a universal remote connected to
- [How to Automate like McDonalds: What Systems can do for your Business](https://www.process.st/how-automate-mcdonalds-systems-for-your-business/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". As a small business grows, and the number of employees increases, it is no longer possible for the person at the helm, the business owner, to attend
- [The Secret of Successful Remote Working and 5 Tools to Get you There](https://www.process.st/virtual-team-software/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". Communication is a crucial element to success for any business. But for businesses that have an outsourcing operation or runs on virtual teams, communication is life or
- [The Best CRM for Small Businesses (Cloud / SaaS)](https://www.process.st/the-best-crm-for-small-businesses-cloud-saas/) - [ Download our Free Ebook ] - Click here to download our free 111 page ebook on "How to automate the tasks you hate at work using Zapier". Most growing businesses will need a CRM (Customer Relationship Management) system at some point in their lives. Taking care of your customers is one of the most
- [What is HR Management? How Your Employees Can Drive Success](https://www.process.st/hr-management/) - The people are the power behind your organization. Human resources is you tool to unleash that power. What is HR management? Find out now!
- [We Tried 50 Free Workflow Tools - Here Are the Best 5](https://www.process.st/free-workflow-tools/) - Are you looking for free workflow tools? Our list of the top solutions that offer both free and paid plans will help you find the right tool for you.
- [A Guide to Workflow Documentation That Will Skyrocket Efficiency](https://www.process.st/workflow-documentation/) - Workflow documentation shapes your processes and workflows. This page explores how you can transform your business operations thanks to workflow documentation.
- [Workflow Optimization: The Ultimate Guide to Process Improvement](https://www.process.st/workflow-optimization/) - Workflow optimization is streamlining existing workflows to make processes faster, cheaper, and more efficient. This article will show you how it's done!
- [Podcast: How to Build Successful Onboarding Processes (That Just Work)](https://www.process.st/building-successful-onboarding-processes/) - Today on the Employee Onboarding Podcast, we're with an HR expert named Keisha Toussaint, who is breaking down how to create exceptional onboarding experiences.
- [23 Super-Efficient HR Tools to Cut Back on Admin Work](https://www.process.st/hr-tools/) - Check out the top 23 HR tools to help you manage the entire employee lifecycle and the overall happiness of of your organization's various teams.
- [WFH Transition: How Your Team Can Pivot & Work From Home Like Pros (Free Templates)](https://www.process.st/wfh-transition/) - Unequipped. Unprepared. Uncertain. 34% of people believe their organization isn't properly prepared for employees to be working from home. Speaking of which, has your organization recently - and rather hastily - transitioned from office working to working from home? If the answer is "Yes", no sweat. Process Street has you covered. This post will guide
- [Podcast: Dr. Christina Moran Unveils the Art and Science of First Impressions (+ More Onboarding Secrets)](https://www.process.st/expert-onboarding/) - On Process Street's very own podcast, we're sitting down with Dr. Christina Moran to discuss the expert secrets behind crafting the best onboarding experience.
- [What is Scrumban? The Best Parts of Scrum and Kanban](https://www.process.st/scrumban/) - Want to know how to structure your team while giving them the flexibility to succeed? It's time to learn about Scrumban.
- [The Process Street Blog: Our Greatest Business Blog Posts (Ever!)](https://www.process.st/business-blog/) - The Process Street blog is one of the best business blogs around. Don't believe us? You'll change your mind after reading our greatest posts (ever)!
- [Process AI: The Future of Process Management is Here](https://www.process.st/ai-business-process-management-platform/) - Revolutionize recurring work with Process AI, the ChatGPT-powered process management platform that makes workflow and task creation easier than ever.
- [Podcast: A Tech Pioneer's Vision of Employee Onboarding](https://www.process.st/pioneering-employee-onboarding/) - Uncover the future of employee onboarding and AI in the latest Employee Onboarding Podcast episode with Tarek Kamil, the founder of Cerkl. Tune in now!
- [Podcast: How Leverage Avoided Bankruptcy by Improving Operational Efficiency ](https://www.process.st/improve-operational-efficiency/) - Discover Time-saving Strategies and Business Efficiency Tips with Nick Sonnenberg, Founder of Leverage and Bestselling Author on The Employee Onboarding Podcast.
- [Partner Spotlight: How Bryan deSilva Automates Work for Clients with Process Street](https://www.process.st/partner-spotlight-improvizations-bryan-desilva/) - Discover the innovative approaches of Improvizations in automating and enhancing business processes, as CEO Bryan deSilva shares insights and success stories.
- [Employee Spotlight: Brenda Chan (Customer Support Level 2)](https://www.process.st/employee-spotlight-brenda-chan/) - Brenda is a detail-oriented process perfectionist who spices up her love for customer success with a dash of foodie flair and a playlist that keeps her grooving.
- [Podcast: Onboarding Best Practices from a Digital Nomad CEO](https://www.process.st/digital-onboarding-best-practices/) - Dive into the intersection of AI and HR as Erin and Max explore how emerging technologies are shaping the way companies onboard, train, and wow their employees.
- [Podcast: How to Welcome & Integrate New Hires (From Personal Experience)](https://www.process.st/podcast-how-to-welcome-integrate-new-hires-from-personal-experience/) - In the latest episode of Process Street's Employee Onboarding Podcast, we're diving deep into the fascinating world of employee onboarding, guided by the insights of Vicki Ulinici, a seasoned HR enthusiast and career coach. Hosted by Erin Rice from Process Street, we'll explore a myriad of strategies and best practices that are reshaping how companies
- [Effective Employee Onboarding: Insights from HR Expert Leigh Henderson](https://www.process.st/effective-employee-onboarding/) - Imagine transforming the often-daunting world of employee onboarding into an engaging, human-centric experience. This is exactly what we delve into on the latest episode of the Employee Onboarding Podcast. Host Erin Rice, our resident people and operations star at Process Street, sits down with the trailblazing Leigh Elena Henderson. With over 20 years under her
- [Tips for Personalized Onboarding to Wow New Hires](https://www.process.st/personalized-onboarding/) - Jenna Ward talks personalized onboarding, learning styles, and cultural sensitivity in the workplace.
- [Podcast: How to Retain Employees via Stay Interviews (with Laura Florin)](https://www.process.st/stay-interviews/) - In this episode of The Employee Onboarding Podcast, Laura discusses onboarding evolution, stay interviews, and making HR less scary.
- [Remote Work Engagement 101 (Secrets of Distributed Teamwork)](https://www.process.st/remote-work-engagement/) - Luna Park is an online platform that connects remote teams with social games, icebreakers, and trivia that can be as short as five minutes or as long as 90. Since the pandemic, it’s pretty clear that remote work is here to stay, and that’s something Luna Park’s COO and co-founder Arlen Marmel saw early on.
- [Employee Spotlight: Ashley Chain, Director of People & Operations](https://www.process.st/employee-spotlight-ashley-chain/) - We take pride in our exceptional team members, and today, we're excited to shine the spotlight on one of our remarkable Process Street leaders: Ashley Chain.
- [Podcast #12: Secrets of Globally Distributed Onboarding (Justine Van den Mooter)](https://www.process.st/globally-distributed-onboarding/) - In this episode of The Employee Onboarding Podcast, Erin talks to Justine Van den Mooter of Qwilr about globally distributed onboarding in a remote-first company.
- [Digital Employee Engagement Unplugged (How to Build Remote Culture & Trust)](https://www.process.st/digital-employee-engagement/) - Explore how HR evolved into people-centric leadership & the tech tools that foster remote work, engagement, and transparency.
- [10 Powerful AI Marketing Tools to Grow Your Business in 2023](https://www.process.st/ai-marketing-tools/) - Here are the top 10 most powerful AI marketing tools you can use to streamline your marketing strategy and maximize your efforts.
- [Podcast: The 'Wow' Factor: Rethinking Employee Onboarding & Retention](https://www.process.st/wow-factor-employee-onboarding/) - Unlock the secret to employee loyalty via the WOW factor, personalized onboarding, and buddy programs - turning even departees into lifelong brand ambassadors.
- [50+ Powerful AI Tools For Small Business You Can't Ignore](https://www.process.st/ai-tools-for-small-business/) - A comprehensive list of the 50 best cutting-edge AI tools for small business. For every aspect of small business management!
- [Mobile Business Process Management in the Palm of Your Hands](https://www.process.st/mobile-business-process-management/) - Process Street for Android is here help make mobile business process management fun, fast, and faultless for teams everywhere.
- [Employee Spotlight: Cameron McKay, Co-Founder & CTO](https://www.process.st/employee-spotlight-cameron-mckay/) - Process Street was born from the collaboration between two backpackers who crossed paths in Buenos Aires. While both of them contributed to its success, Vinay Patankar, the CEO, has always been in the public eye. Whereas, Cameron McKay, the other half of the dynamic duo, has remained behind the scenes, truly known only to those
- [Introducing Forms: The New Data Collection Tool That’ll Transform How You Work](https://www.process.st/forms-data-collection-tool/) - Introducing our new Forms feature that will speed up your workload and remove the need for manual data entry. Discover how Forms can transform the way you work.
- [5 Proven AI Marketing Examples to Inspire You](https://www.process.st/ai-marketing-examples/) - Discover AI marketing examples and unlock success. Explore automation, personalization, and predictive analytics. Share your thoughts on AI's impact.
- [How To Onboard Neurodivergent Employees (According to a Psychologist)](https://www.process.st/onboarding-neurodivergent-employees/) - Onboarding neurodivergent employees? Don't know where to start? This in-depth guide backed up by a corporate psychologist will help!
- [The Benefits of Using Process Street Data Sets: A Closer Look at Their Impact on Your Business](https://www.process.st/process-street-data-sets/) - Process Street data sets are more than efficient data collection. Data sets are working smarter, not harder, and making time for that extra cup of coffee.
- [The Four-Day Workweek: Why It's Here to Stay](https://www.process.st/four-day-workweek/) - The four-day workweek pops up in the news every few month, and for good reason. After many studies showing its benefits, it's clear that it's here to stay.
- [Automate Recruitment Emails with Process Street & AI](https://www.process.st/ai-recruitment-workflow/) - A guide on how you can use artificial intelligence through Zapier to auto-generate recruitment emails with a Process Street workflow.
- [How to Build Your Company’s Identity With Process Street Custom Branding](https://www.process.st/how-to-use-custom-branding/) - What is custom branding and why do you need it? I'll not only tell you, but I'll also show you how to take it to the next level with Process Street.
- [Employee Spotlight: Anne Perry (Director, Solutions Consulting)](https://www.process.st/employee-spotlight-anne-perry/) - In celebration of International Women's Day, we're thrilled to shine a spotlight on one of the incredible women leaders here at Process Street - Anne Perry, Director of Solutions Consulting. Anne is a true inspiration to all of us, not only for her remarkable professional achievements but also for the warmth and positivity she brings
- [A Quick Guide to No Code Platforms](https://www.process.st/no-code-platform/) - Every business relies on different software applications to thrive in its niche or market. But if your business isn’t in tech, or if you don’t have any software development experience, odds are you’ll need to use pre-made software that doesn’t perfectly fit your business’s needs. That is, of course, unless you write your own applications
- [Employee Retention Strategies to Survive the Great Resignation](https://www.process.st/employee-retention-strategies-for-the-great-resignation/) - It's not easy to keep employees on board during the Great Resignation, but that doesn't mean it's impossible. Here are some strategies to try out!
- [Make Your Company a Competitive Heavy-Hitter with a Culture of Quality](https://www.process.st/culture-of-quality/) - What if you could establish a culture that harnesses quality as an operational weapon? We'll look at how to turn your company culture into a culture of quality.
- [How to Tighten the Employee Feedback Loop & Reclaim Your Team's Productivity](https://www.process.st/employee-feedback-loop/) - Learn how an employee feedback loop in your team can drive value, improve satisfaction, & facilitate continuous improvement.
- [The Secret to Unblocking Your Business Bottlenecks](https://www.process.st/business-bottleneck/) - If your processes are designed and run properly, you likely shouldn’t have any delays. But what if the great processes that you’ve constructed to the nines are still delivering delayed outputs? Did you miss something? Is the process simply not good enough? NO. If your processes are good, there could be another reason for delays.
- [Creating a Magical New Hire Onboarding Experience (Employee Onboarding Podcast)](https://www.process.st/new-hire-onboarding-experience/) - This episode of the Employee Onboarding Podcast looks at the intangible elements of the new hire onboarding experience.
- [Remote Work Sustainability: Expectation vs Reality](https://www.process.st/remote-work-sustainability/) - When the Covid-19 pandemic hit in 2020, the world completely changed for a period of time. While it’s a time most of us would happily forget, many of the shifts that came about are becoming permanent staples in our society moving forward, particularly with work. When Covid shut everything down, suddenly those who work in
- [Recession 2023: Myths and Misconceptions Debunked](https://www.process.st/recession-2023/) - The definition of economic doom: Recession. It’s every homeowner, parent, investor, business owner, and employee’s greatest fear. Especially when you look at the lasting effects previous recessions have had on the economy. Recently, there’s been much speculation about whether or not another recession will be creeping into the economy soon, and how this one will
- [Recession Survival Toolkit: Business Software to Stay Afloat](https://www.process.st/recession-survival-toolkit/) - Worried the upcoming recession will turn your business to dust? Our recession survival toolkit will help you do more with less in times of economic instability.
- [Unleash the Power of Automations: Killer Webhooks Examples](https://www.process.st/webhooks-examples/) - 8 webhooks examples to help you unleash the power of automations.
- [Remote Team Bonding: How Process Street Connected in Portugal ](https://www.process.st/remote-team-bonding/) - Finding ways for remote teams to bond can be a real challenge. So much so that it’s often neglected by leadership. However, it’s incredibly important to make team bonding a priority. It makes employees feel more engaged and increases morale. This goes for any company, but it’s especially true for remote companies where employees have
- [The Ultimate Guide to the Halo and Horn Effect (and How HR Can Limit Its Influence)](https://www.process.st/halo-and-horn-effect/) - You judge people all the time! But that’s okay, because we’re all guilty. This is specifically the case when we look at the workplace. Hiring managers make these snap judgments each day - and get paid for it. Our first impression of someone sticks. We’re then unconsciously looking for signs that confirm our first impression
- [Process Redesign: How We Rebuilt Our Most Vital Process in Under 20 Hours](https://www.process.st/process-redesign/) - At Process Street, we're proud to rock process management. So much so, we try to encourage a culture of continuous improvement across all of our internal teams & processes. It’s even in our name. So how is it that our content team ended up using a process that was in pretty dire need of a
- [Process Reengineering vs Continuous Improvement: What's the Right Choice for You?](https://www.process.st/process-reengineering/) - Companies need to undergo change all the time. But when do slight improvements need to be made and when is radical change a necessity? That’s where process reengineering and continuous improvement come into play. Each is vital to the success of a company but can’t be used to handle the same set of changes. Optimizing
- [What Are the Qualities of a Good Employee?](https://www.process.st/qualities-of-a-good-employee/) - As an HR manager, you know a company is only as strong as its employees. Your employees are the backbone of your company. They are the ones who interact with customers, produce products, and provide services. In many ways, they are the ambassadors of your brand, and their interactions with customers can either reinforce or
- [Top 5 Employee Onboarding Best Practices](https://www.process.st/employee-onboarding-best-practices/) - Employee onboarding best practices are the anchor to stop you from going adrift. Surely, you’ve had that sinking feeling? The one where you've invested in a super new hire, but it didn't work out. When it comes to new hires leaving early, you're not the only fish in the sea. Gen Z spends just over
- [A Complete Guide to Promoting a Healthy Remote Work-Life Balance](https://www.process.st/a-complete-guide-to-promoting-a-healthy-remote-work-life-balance/) - Our homes are no longer homes, and our offices are no longer offices. The long-term impact of an abrupt shift to remote work means many employees struggle to adjust. But employees aren’t the only ones who have to adjust. Companies now need to find a “new normal.” Remote work has given employees a taste of
- [Employee Motivation 101: 5 HR Tips for Management](https://www.process.st/employee-motivation-management/) - Employee motivation is a complex thing and something most HR professionals have struggled with at some point. If you’re wondering how to increase employee satisfaction, productivity, and, in turn, business outcomes, you're not alone. Psychologists have long debated this topic, and their findings provide a gateway to effective employee management. In this blog post, we'll
- [5 Secrets to Hacking Reverse Mentoring](https://www.process.st/reverse-mentoring/) - When I think of reverse mentoring, I think of summers with my grandparents as a teenager. In 2011 they had recently replaced their dial-up with this neat little thing called “whiff-ee,” as my granddad pronounced it. But, as my grandparents grew up in the 1930s and 40s, they didn’t really understand how to use it.
- [Soft Skills in the Workplace: 7 Ways to Earn Amazing Results](https://www.process.st/soft-skills-in-the-workplace/) - It’s a competitive world out there. Your business is striving every day to outperform your competitors. That might mean lower pricing, better website design, or more engaging content. But it’s not easy to find new ideas that will differentiate you from the rest. Maybe you’ve invested in excellent communications, including the best business VoIP plans.
- [BPO Examples, Risks, and Benefits to Better Your Processes](https://www.process.st/bpo-examples/) - Let’s explore the main risks involved in BPO projects and how to mitigate them, as well as get a quick intro to BPO examples and benefits.
- [Rainbow-Washing: How to Support Queer Employees During All 12 Months](https://www.process.st/rainbow-washing/) - How do startups and small businesses show their allyship is genuine and not just part of a marketing campaign?
- [Startup Challenges and Rewards: How to Make the Most Out of Starting a Business](https://www.process.st/startup-challenges/) - A look at the challenges and rewards of startup life and some tips on how to overcome the challenges.
- [Employee Psychology: How to Skyrocket Workforce Productivity](https://www.process.st/employee-psychology/) - An engaged workforce is the best foundation for a successful company. Understanding employee psychology helps you make your workforce more engaged.
- [Why Companies Suffer from a Lack of Process Transparency (and How to Overcome It)](https://www.process.st/process-transparency/) - 86% of executives and employees believe a lack of collaboration is the main reason behind company failure. From this, it’s easy to see how an entire company feels more connected when everyone is working with the same vision and information. That’s what makes process transparency so crucial to organizational success. Studies show that organizations with
- [Process vs Project: What's the Difference and Which is the Best?](https://www.process.st/process-vs-project/) - “Project management is a cute way to get started, but serious businesses are committed to process excellence.” Vinay Patankar, CEO and Co-Founder of Process Street. I know, that’s a pretty controversial way to start this post, but so is the debate between process vs. project. You’re either Team Process or Team Project. We’re Process Street
- [HR Digital Transformation: The Strategy to Shred Outdated Processes](https://www.process.st/hr-digital-transformation/) - HR digital transformation means replacing your slow manual processes with high-speed automation. To make your work faster, smoother, and more efficient.
- [Neurodiversity Inclusion: A Quick Guide for HR](https://www.process.st/neurodiversity-inclusion/) - 1 in 8 people are neurodiverse; some of which may be your employees. So, let's look at some actionable steps you can take to improve neurodiversity inclusion in your organization.
- [5 Continuous Improvement Tools for Process Success](https://www.process.st/continuous-improvement-tools/) - Continuous improvement tools are essential. They can help you to transform your processes for success. This article will show you how it's done!
- [5 Continuous Improvement Steps for Process Optimization](https://www.process.st/continuous-improvement-process-steps/) - Continuous improvement without data collection is like driving cross country without signs or a map. Data collection is vital to making improvements because without it there's no real proof of any problem existing to begin with. Why are you making improvements? Is it really a problem, or are you just distorted by frustration in the
- [7 Creative Ways to Motivate Disengaged Employees](https://www.process.st/disengaged-employees/) - Under-engaged employees will affect the success of your business and poor morale quickly spreads. Learn how to nip it in the bud as soon as possible.
- [Employee Survey Management: Business Experts Share Their Favorite Questions](https://www.process.st/employee-survey-management/) - How do you gauge if you have happy and contented employees? That’s where surveys enter the picture.
- [The Psychological Contract: Why Employers Need to Understand This Unwritten Code](https://www.process.st/psychological-contract/) - The psychological contract improves the employer and employee relationship. By using it effectively, you increase employee engagement and reduce turnover.
- [Virtual Reality Recruitment: The Ultimate Hiring Solution or Just A Trend?](https://www.process.st/virtual-reality-recruitment/) - Have you ever thought about virtual reality recruitment? We'll show you all the benefits of VR and how to successfully incorporate it into recruitment.
- [Results-Only Work Environment vs. The Traditional 9-5 Workplace: Which One's Right for Your Business?](https://www.process.st/results-only-work-environment/) - If you’re on the fence about which business model to choose for your business, we have just the article you need to make a decision in line with your goals.
- [Is Your Process Management System Killing Your Innovation?](https://www.process.st/process-management-system/) - There’s a dark underbelly to process management that no one wants to talk about, but it’s time to speak out: There are bad process management systems out there. Not just bad - these are some really nasty characters who will destroy your carefully built business from the inside out. We have to keep this between
- [The Unintended Paradox of an Unlimited PTO Policy (+Free PTO Template)](https://www.process.st/unlimited-pto-policy/) - This article guides you through the drawbacks and benefits of an Unlimited PTO policy. You even get a free PTO template to make the process easier!
- [5 HR Tips That Veteran People Managers Live & Breathe](https://www.process.st/hr-tips/) - How to streamline and review how you work as a human resources department.
- [10 Employee Onboarding Email Templates for Busy HR Managers](https://www.process.st/employee-onboarding-email-templates/) - Get 10 free employee onboarding email templates to take HR managers through pre-boarding, onboarding, and right into a 90-day meeting!
- [5 Tips to Foster Employee Engagement in a Multigenerational Workforce ](https://www.process.st/multigenerational-workforce/) - The benefits of a multigenerational workforce include problem solving, new perspectives, and people skills. Read this Process Street article to find out more!
- [Our Top 10 Picks for the Best Workflow Software Solutions](https://www.process.st/workflow-software-solutions/) - We’ve rounded up some of the greatest workflow software solutions available to make your choice easier.
- [Why Onboarding New Employees is Vital for Retention (Employee Onboarding Podcast #5)](https://www.process.st/onboarding-new-employees/) - The Process Street team attended HR Transform where we discussed how important a role onboarding plays in retaining your talent long term.
- [The Small HR Team Onboarding Guide (+6 Free Templates)](https://www.process.st/small-hr-team/) - Small teams have less time than big teams. If you have a small human resources team, you’ll know that already.
- [Automattic’s Remote Work Framework: How to Reach Autonomous & Asynchronous Nirvana](https://www.process.st/remote-work-framework/) - Automattic, the organization powering 35% of the internet’s websites, is fully remote. How do they do it? That’s where Automattic's remote framework guide sheds some light.
- [The 30-60-90 Day Plan: An Ultimate Guide to Improve New Employee Experience (+ Free Template)](https://www.process.st/30-60-90-day-plan/) - Process Street guides you through using and understanding a 30-60-90 day plan. You can use our templates immediately with your Process Street free account.
- [The HR Manager's Complete Guide to Virtual Onboarding](https://www.process.st/virtual-onboarding/) - Everything an HR manager needs to know to offer the best virtual onboarding experience.
- [10 Remote Onboarding Best Practices to Skyrocket Productivity and Retention](https://www.process.st/remote-onboarding-best-practices/) - New remote hires need the right tools, resources, and technology to integrate into a company’s culture. If you can’t provide these things, you risk losing top talent.
- [Peer-to-Peer Recognition: 6 Best Practices to Try Now](https://www.process.st/peer-to-peer-recognition/) - People are at the heart of any company. After all, what is a business without its employees? This is why it is so essential to build a company culture that values and supports the people who work there. To achieve this, a strong peer-to-peer recognition strategy is essential. HR teams across a range of industries
- [Is “HR Department” Outdated or is “People Operations” Just the Latest Trend?](https://www.process.st/people-operations/) - Is “People Operations” just a way to escape the negative associations with “HR Department” or is there really a difference?
- [10 Ways You Can Make Employee Onboarding Improvements](https://www.process.st/onboarding-improvements/) - We’re talking all things onboarding improvements to ensure you’re keeping the top talent you’re working so hard to attract to your company.
- [Employee Spotlight: Leti Escanciano, Senior Frontend Engineer](https://www.process.st/employee-spotlight-leti-escanciano/) - What do a neuroscientist, a DJ, a college professor, and a bartender have in common? They all work at Process Street. Part of that is due to being a remote company (wider talent pool). Part is the type of person typically drawn to startup work (liminal weirdos). And part is a company culture that understands
- [Survey Results Are In: Here Are Your Biggest Employee Onboarding Challenges](https://www.process.st/employee-onboarding-challenges/) - At the recent HR Transform Conference, we had the opportunity to ask about your biggest employee onboarding. What did our Process Street survey say?
- [Key Elements of Successful New Executive Onboarding (Tips & Best Practices)](https://www.process.st/executive-onboarding/) - Why is executive onboarding important to all stakeholders in the executive search process, & how retained search firms can bridge the gap between recruiting, hiring, and onboarding executive placements.
- [Level up Your Teamwork: Introducing Process Street for Microsoft Teams](https://www.process.st/microsoft-teams-app/) - At Process Street we focus on helping you streamline repeatable work by transforming process knowledge into collaborative, actionable workflows. In order to maximize workflow engagement and impact, we think your team should have the flexibility to participate wherever it’s most convenient. If Microsoft Teams is your hub for collaboration and teamwork, you can now easily
- [Flexible Work Models And How To Make Them Work](https://www.process.st/flexible-work-models/) - Choosing the right flexible work models can be daunting, but with some creativity and tips in this post, you can make your work-life work well.
- [The Employee Onboarding Podcast #4: Executive Onboarding, Scaling, & Data with Gianna Driver](https://www.process.st/employee-onboarding-podcast-episode-4/) - On this episode of The Employee Onboarding podcast, Gianna Driver talks about executive onboarding, organizational scaling, and using data for continuous improvement.
- [Onboarding New Hires: The Early Intersection of Retention](https://www.process.st/onboarding-new-hires/) - HR Transform hosted a panel on the subject of onboarding, and debated the idea of prioritizing onboarding to help boost retention.
- [How to Give New Hires a Perfect Onboarding Experience for Free (+7 Free Templates)](https://www.process.st/onboarding-experience/) - New hire churn is expensive. Working in HR, you know the cost of having to replace an employee once they hand in their resignation.
- [Mentoring New Employees: The Secret To Reduced Churn?](https://www.process.st/mentoring-new-employees/) - How can you make the most of mentoring new employees? Let's go through the mentoring program and how it can be your secret weapon to reduce new hire churn.
- [Why You Need to Prioritize Your Unengaged Employees & How To Do It](https://www.process.st/unengaged-employees/) - How to identify employee engagement, figure out the cause, and get your employees excited about their work again.
- [How to Keep Your Flight-Risk Employees From Taking Off](https://www.process.st/flight-risk-employees/) - Everything you need to know (+ a few free templates) to keep your flight-risk employees grounded.
- [6 Templates for Each Stage of the Employee Life Cycle for Long-Term Retention](https://www.process.st/employee-life-cycle/) - You need to take care of your employees to reap success. To do this, you need to understand each stage of the employee life cycle and where your employees stand in it.
- [Property Management Checklist Masterclass with Angel Homes and Lettings](https://www.process.st/property-management-checklist-masterclass/) - The Angel Group talks to us about how Process Street has improved the way they manage new properties and shares a few tips on how to revamp your other processes and onboard employees 24x faster.
- [SOC 2 Compliance and Our Continued Commitment to Data Security](https://www.process.st/soc-2-compliance/) - Learn more on our security, terms, privacy and GDPR readiness guidelines. We achieved SOC 2, Type 2 compliance at Process Street, and I want to give you a quick rundown of what that security milestone means for us and our customers. As we help thousands of organizations implement business-critical processes, an incredible amount of data is constantly
- [Everything You Need to Know About Conducting Employee Pulse Surveys (+ Free Template)](https://www.process.st/pulse-surveys/) - Everything you need to know about employee pulse surveys (+ a template you can start using immediately!)
- [Prevent Employee Churn & Ensure New Hires Don't Regret Their Decision](https://www.process.st/employee-churn/) - Find out why churn happens and what you can do to prevent it.
- [5 Factors That Will Help Your Company Win the War for Talent](https://www.process.st/war-for-talent/) - Perhaps you’ve heard about The Great Resignation, the record number of employees quitting their jobs. In September of 2021, 4.4 million Americans quit their jobs. Each industry has experienced a varying level of employees leaving their positions, though certain ones, like the foodservice industry, were particularly hard hit. In this post for Process Street, We’ll
- [Announcing Process Street's Brand New Employee Onboarding Podcast!](https://www.process.st/employee-onboarding-podcast/) - We're super excited to announce our brand new employee onboarding podcast, focused on sharing insights & uncovering the trade secrets of employee onboarding! Listen now on Apple, Spotify, Google,, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms! Our very own Josh Ashton talks to employee onboarding experts about common problems they face, the
- [Custom Branding with Cover Images and Emoji Icons](https://www.process.st/custom-branding/) - Your brand is critical to building a great culture with your team and a deep relationship with your customers. Which is why new employees, customers and partners should always experience your brand in the best possible light. This is why we've been working hard to enhance the customization and branding possibilities within Process Street. Today
- [Everything You Need to Know About Onboarding Remote Employees](https://www.process.st/onboarding-remote-employees/) - Everything you need to know about onboarding employees in a remote environment.
- [Supercharge Your Processes with the Scale, Security, and Services of Process Street for Enterprise](https://www.process.st/process-street-for-enterprise/) - At large companies, there’s an ever-present push to scale up your processes and drive more impact. Process Street for Enterprise removes the friction of expanding your processes to include additional tools and greater numbers of participants. First, you get unlimited access to our most powerful automation features, to maximize process scalability & eliminate redundant manual
- [Content Production Process: How Murray Dare Halved Their Delivery Time](https://www.process.st/content-delivery-time/) - If you’ve been looking at ways to make your content delivery processes more efficient, you're not alone. There are tons of articles on content creation, even more on creative processes, but hardly any articles focused on improving content processes. This article is all about addressing that imbalance, and getting your content systems coordinated to improve
- [The 8 Essential Hiring Processes to Streamline & Automate Recruitment (+8 Free Templates)](https://www.process.st/hiring-processes/) - How do you overcome the Great Resignation or the War for Talent? You could try to rethink your recurring tasks and improve your existing processes.
- [3 Ways Onboarding Documentation Can Help Your New Hire (+ Free Template to Get You Started)](https://www.process.st/onboarding-documentation/) - Onboarding new employees is imperative to get right, and the best way to be consistent is with onboarding documentation. Here are the 3 ways of doing it.
- [5 Essentials for Successfully Reboarding Employees](https://www.process.st/reboarding-employees/) - Reboarding is not the same as onboarding. Let's look into exactly what you need to do to make returning to work easier.
- [6 Steps to Build the Perfect Career Progression Plan (+ Free Template!)](https://www.process.st/career-progression-plan/) - Let’s talk about career progression plans: who needs them, who makes them, and where to even start. I even built a solid template you can use to get started!
- [7 Ways to Welcome Your New Employee Like a Pro](https://www.process.st/how-to-welcome-a-new-employee/) - There’s a significant disconnect between what HR thinks their new hires want and what they actually want. How should you really welcome your new employees?
- [Employee Orientation vs. Employee Onboarding: The Secret to New Hire Success](https://www.process.st/employee-orientation-vs-employee-onboarding/) - There’s a ton of misconceptions around orientation vs. onboarding: which is most important, what tasks are associated with each, etc. That’s what we’re taking a look at in this article.
- [Employee Spotlight: Tara Larson, VP RevOps](https://www.process.st/employee-spotlight-revops-tara-larson/) - For International Women's Day, we'd like to share with you just one (there are many) of the amazing women who make Process Street the great place that it is! There’s no denying that Process Street is made up of some interesting individuals. To celebrate that, we’re taking the opportunity to highlight some of the folks
- [4 Ways to Optimize Your Internal Mobility Program for Employee Retention](https://www.process.st/internal-mobility-program/) - From cost-saving to fostering a diverse workforce, it’s no surprise that career mobility should be your priority. So, how do you optimize your internal mobility program and what can you get from such optimization?
- [Employee Engagement & Motivation Policy: Why You Need One For Retention - Yesterday](https://www.process.st/employee-engagement-and-motivation/) - Let’s talk about why engagement and motivation are so important and how to implement good policies without utterly alienating your workforce.
- [How to Effectively Build and Grow Hybrid Teams in the New Normal](https://www.process.st/build-hybrid-teams/) - Kevin Payne is a content marketing consultant at Leadhackrs that helps software companies build marketing funnels and implement content marketing campaigns to increase their inbound leads. 2020 shook up the whole notion of work/life balance - not to mention what it actually meant to "work from home". What had previously been a luxury available in
- [Why Excel Checklists Are Destroying Your New Employee Onboarding](https://www.process.st/new-employee-onboarding-checklist-template-excel/) - A look at what you can get from using Excel as your new employee onboarding template tool and a few ways you could boost your onboarding experience.
- [Complete Guide to Automating Your Employee Onboarding Process with Process Street](https://www.process.st/employee-onboarding-process-guide/) - Learn the basics of running an employee onboarding process using Process Street in this full product demo.
- [Why MS Word Onboarding Checklists Are Killing Your Employee Retention](https://www.process.st/onboarding-checklist-template-word/) - Can Microsoft Word really help you create an effective onboarding experience? Let's find out.
- [7 Must-Know Strategies for Pre-boarding New Hires like a Pro](https://www.process.st/pre-boarding-new-hires/) - Preparation is the key to a successful onboarding experience. Pre-boarding is your prep time that helps you gather everything you need before your new hire’s first day.
- [Personal User Manuals: 10 Focus Areas for Better Team Collaboration](https://www.process.st/personal-user-manual/) - Jenna Bunnell is the Senior Manager for Content Marketing at Dialpad, an AI-incorporated cloud-hosted unified communications and call center IVR systems that provide valuable call details for business owners and sales representatives. She is driven and passionate about communicating a brand’s design sensibility and visualizing how content can be presented in creative and comprehensive ways.
- [The Ikigai Concept For Business: How to Find Your Business Purpose Fast](https://www.process.st/ikigai-concept-for-business/) - What is the ikigai concept for business, and can it help you change how you run your organization to make it more efficient? Let's find out.
- [Delivering Features & Modernizing Our Tech Stack via Shape Up](https://www.process.st/deliver-features-faster-with-shape-up/) - A while back, we wrote about how Shape Up* helped our EPD team 5x their dev cycle. We also talked about how it's different from Scrum, and even did a piece exploring the dangers of fake agile. So how are things looking, a little further down the line? Mike Schutte, a Senior Front-end Engineer at
- [How to Create a Workflow: 5 Tips to Get Started Quickly](https://www.process.st/create-workflow-tips/) - Creating workflows with Process Street is as quick and easy as 1-2-3. To prove it here are five tips to help you create your first workflow.
- [The Ultimate Process Management Software Buyer's Guide: How to Choose The Perfect Platform](https://www.process.st/process-management-software-buyers-guide/) - If you're looking for a process management software but are on the fence about the best option for your team, then this guide is for you.
- [Zapier CEO's Secret to Effective Remote Onboarding (500+ Employees!)](https://www.process.st/effective-remote-onboarding/) - Learn how Zapier onboards their employees, manages Slack, organizes communication, and more.
- [The 10 Best Workflow Apps Your Team Needs Today](https://www.process.st/best-workflow-apps/) - Finding the right workflow app for your company is tough. That's why we've compiled the 10 best apps on the market to make your decision easier.
- [Harness the Power of Continuous Improvement with Real-Time Run Updates!](https://www.process.st/real-time-run-updates/) - Real-time run updates make it easier than ever to save changes to your workflows, and push those changes to in-progress workflow runs.
- [Celebrating 1 Million Workflows and Beyond! Inside our Record-Breaking Year at Process Street](https://www.process.st/process-street-2021-retrospective/) - 2021 was a big year for Process Street - here are our biggest wins & highlights from 2021!
- [Optimize Your Onboarding Process With Workflow Automation (+ Free Template!)](https://www.process.st/onboarding-process-template/) - How do you get your new hire up-to-speed as fast as possible when you don’t have any standardized structure for doing that? Build one.
- [How To Succeed Where Others Fail: 7 Tech Startup Tips](https://www.process.st/tech-startup-tips/) - Burkhard Berger is the founder of Novum™. You can follow him on his journey from 0 to 100,000 monthly visitors on novumhq.com. His articles include some of the best growth hacking strategies and digital scaling tactics that he has learned from his own successes and failures. The tech startup scene is one of the most
- [Reduce New Hire Churn With This Employee Onboarding Checklist](https://www.process.st/employee-onboarding-checklist/) - Want to have high employee retention and maintain job satisfaction? In this blog post, I’ll walk you through the magic of automation & what makes up a good employee onboarding experience.
- [Employee Development Program: The Key to Improving Productivity, Engagement, & Retention](https://www.process.st/employee-development-program/) - Not prioritizing employee development is a bad look. That's why built a free employee development program template.
- [How Do You Reactivate Ghost Customers? 5 Tips for Successful Reactivation](https://www.process.st/reactivate-ghost-customers/) - Want to reactivate ghost customers? Here are 5 things you need to know to put some life back into those ghost customers haunting your MRR.
- [OKR Management from a Slack HQ with Weekdone + Process Street](https://www.process.st/okr-management-weekdone-process-street-integration/) - How to automate OKR reporting & tracking with Process Street & Weekdone (via Slack).
- [Supercharging Operational Efficiency with Nick Sonnenberg (Leverage CEO)](https://www.process.st/improve-operational-effeciency/) - Leverage CEO Nick Sonnenberg shares with us how his team kicked their operational efficiency into overdrive from start to finish.
- [How Revenue Operations Can Support & Increase Sales Growth](https://www.process.st/revops-sales-growth/) - The role of newly developed revenue operations (RevOps) is designed to increase efficiencies and ensure that each strand is working together harmoniously.
- [The Impact of Data & Tech on the Future of Hybrid Work for Startups](https://www.process.st/startup-hybrid-work-future/) - How exactly do data and tech continue to impact the future of hybrid work for startups? Let’s find out.
- [AI & Data Analytics: 3 Ways They Can Improve Customer Experience And Engagement](https://www.process.st/ai-customer-experience/) - Analytics, data, and AI have the potential to enrich marketers’ understanding of their customers’ experiences in order to deliver meaningful, relevant experiences in the future.
- [Process Design Masterclass: Top Tips from a Process Design Expert](https://www.process.st/process-design-masterclass/) - Anne Perry, Process Street's resident process design expert, shares how we've built processes for hundreds of teams to help make work fun, fast, and faultless.
- [Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group](https://www.process.st/client-onboarding-101/) - Adam Schweickert, professional consultant at Wetmore Consulting Group, shows us how they handle their operations to get things up and running as quickly as possible.
- [Ask Before You Hire: 12 Interview Questions for Web Developers](https://www.process.st/web-developer-interview-questions/) - When hiring skilled freelancers, you have to be able to choose someone who can understand your team’s goals and contribute to them. These 12 interview questions will help.
- [How Talent Acquisition Changes as You Scale a SaaS Startup](https://www.process.st/saas-startup-talent-acquisition/) - It’s time to scale your startup – but you need to do it fast, accurately, and strategically. So where do you start?
- [The Secret to Scalable Business with Rich Wong (General Partner at Accel)](https://www.process.st/scalable-business-process-management/) - Rich Wong, General Partner at Accel, joined Vinay Patankar and Blake Thorne of Process Street to discuss everything about scaling a business.
- [Employee Metrics: 9 Essential Data Points to Track in 2023](https://www.process.st/employee-metrics/) - Some employee metrics are more valuable than others.
- [Level Up Your Employee Onboarding Workflows With These Modern Process Management Strategies](https://www.process.st/onboarding-workflow/) - How to easily level up your employee onboarding so it doesn’t become yet another antiquated system no one remembers how to use.
- [Process Street Highway 2021: Welcome to the Future of Process Management](https://www.process.st/process-street-highway-2021/) - Grab a coffee, sit right down and let Process Street show you to the future of process management!
- [3 Ways Big Data Will Influence the Future of People Analytics](https://www.process.st/big-data-people-analytics/) - A look at exactly what Big Data is and the three primary ways it will affect the hows, whys, and whats of people analytics going forward.
- [5 Tips to Improve Psychological Safety in Hybrid Workplaces by Focusing on Workflow](https://www.process.st/psychological-safety-hybrid-workplace/) - Five ways you can use workflows to improve psychological safety within a hybrid team.
- [Eliminate Noise & Make Better Business Decisions (+ Free Noise Audit Template)](https://www.process.st/noise-audit-for-business-decision-making/) - Noise is everywhere, and it affects every decision we make. We all know to check our biases when it comes to important decisions, but how often do you check your noise?
- [How to Grow Your SaaS Business with Social Proof Marketing](https://www.process.st/social-proof-marketing-strategy/) - Read all about what social proof is, what its benefits are, and some examples of social proof for SaaS businesses to help your company take off to new heights!
- [How to Implement Workplace Monitoring & Preserve Employee Autonomy](https://www.process.st/workplace-monitoring/) - A look into what employers need to consider before monitoring employees and some “soft surveillance” alternatives to hard data collection.
- [Faster Decisions & Improved Team Collaboration: How to Horizontalize Knowledge](https://www.process.st/how-to-horizontalize-knowledge/) - Make faster decisions & improve team collaboration by enabling horizontal knowledge sharing in your organization.
- [8 Time-Saving Hacks & Shortcuts for Process Building (From Our Team)](https://www.process.st/process-building-hacks-and-shortcuts/) - Becomre a workflow wizard with these 8 process building hacks & shortcuts used by the Process Street team.
- [7 Ways Salesforce Achieves Complete Customer Engagement Using The Four Realms of Experience](https://www.process.st/customer-engagement-realms-of-experience/) - Find out how Salesforce delivers exceptional customer success capabilities by delivering four realms of experience and rising to the experience economy.
- [Customer Lifecycle Software Stack: 12 Tools to Help You Raise Profits by 75%](https://www.process.st/customer-lifecycle-software-stack/) - Use these 12 customer lifecycle software tools for effective customer lifecycle management and improved customer retention.
- [Introducing Pages: Your Free-For-Everyone Home for Team Knowledge](https://www.process.st/announcing-pages/) - Announcing our new Pages product! Your tool for modern process management & operational excellence.
- [Customer Acquisition vs. Customer Retention: How To Find The Right Balance in Your Marketing Strategy](https://www.process.st/customer-acquisition-vs-retention/) - How do you balance your marketing team's approach to customer retention & acquisition?
- [Masters of Process Episode 1: On Deck with Michael Gill and Curtis Cummings](https://www.process.st/masters-of-process-episode-1/) - In our first episode of Masters of Process, we talk to no-code experts Curtis Cummings and Michael Gill who both work on no-code infrastructure at On Deck.
- [How to Manage IT Tasks Effectively with Process Street (+Video Walkthroughs!)](https://www.process.st/manage-it-tasks-effectively/) - How our customers save time & money managing daily SysAdmin & IT tasks.
- [Supercharge Your HR & Onboarding with Process Street (+ Video Walkthroughs!)](https://www.process.st/hr-onboarding-process-walkthrough/) - How one of our customers uses Process Street to supercharge daily HR tasks.
- [Pages: Your Secret Weapon for Totally Free Knowledge Management](https://www.process.st/free-knowledge-management-for-teams-with-pages/) - How to think about our Pages product, a tool for operational excellence & modern process management.
- [How We Use Saved Views in Process Street Reports to Track Work in Our Marketing Team](https://www.process.st/marketing-team-work-tracking-reports/) - Find out how our marketing team uses Process Street's saved view to gather information, see patterns in data and keep teamwork on track.
- [Top 5 Secret Hacks and Tricks in Process Street](https://www.process.st/process-street-hacks-and-tricks/) - Find out Process Street's top 5 secret hacks and tricks used by our internal teams.
- [How to Calculate the Customer Health Index for Better Retention](https://www.process.st/customer-health-index/) - Accurately measure the health of your accounts by calculating a customer health index (CHI). Follow our 4 simple steps to developing your CHI system.
- ["Don't Repeat Yourself": 4 Process Street Features to Keep Work DRY](https://www.process.st/dont-repeat-yourself-dry/) - We'll cover the principle of DRY, WET, and AHA and how they can be applied by non-software developers.
- [How Process Street Facilitates Teaming and Retains Company Knowledge](https://www.process.st/teaming/) - Teaming is an idea built for the contemporary tech-centric remote office. This post will explain what it is, how it’s been used, and how Process Street makes it easy for anyone to adopt.
- [The 4 Ingredient Categories Your People Analytics Framework Needs to be Effective](https://www.process.st/effective-people-analytics-framework/) - What you need to get the best results from your people analytics team and the complicated nature of collecting data.
- [Systematize Your Business With This Foundr Course from Process Street's CEO](https://www.process.st/systematize-your-business-with-vinay-patankar/) - Systematizing your business is one of the biggest challenges any founder or executive faces when trying to scale. I've seen it personally in my businesses and in the experiences of our customers. It's the problem which led to us creating Process Street when I ran a small business. It's the problem people and businesses of
- [Why & How We Focus on Co-Marketing in Our Content Marketing Team](https://www.process.st/focus-on-co-marketing-in-content-marketing/) - In this Process Street article, I’ll explain how and why we moved to a co-marketing focus to support our SEO and business goals.
- [7 Questions to Ask When Auditing Your Customer Success Processes](https://www.process.st/customer-success-process-audit/) - To keep your customer success operations running smoothly, we've detailed commonly overlooked questions to ask during your next process audit.
- [The Top 4 Levers That Drive 80% of Value Capture in Successful Acquisitions](https://www.process.st/acquisition-value-capture/) - Value capture is difficult to achieve in an acquisition, but these 4 levers can help you get there.
- [8 Actionable Ways to Make Your Customer's Success Milestones Product-Oriented](https://www.process.st/customer-success-milestones/) - Learn how to track and measure customer experience using customer success milestones that are customer-centric and product-oriented.
- [11 Expert Features to Master Process Street Workflows](https://www.process.st/process-street-expert-features/) - The 11 features you need to know to become a Process Street master.
- [Bring Your Customer Success Out of the Stone Age by Building Your Company's People Intelligence](https://www.process.st/customer-success-people-intelligence/) - #post_excerptPeople intelligence is a powerful tool in optimizing your customer support initiatives.
- [5 Steps to Apply Deloitte's Customer Service Delivery Model in SaaS](https://www.process.st/customer-service-delivery-model/) - Use the 5 steps given in this article to reform your customer service delivery model. Apply Deloitte's five new capabilities to mitigate market disruptions.
- [4 Customer Success Metrics to Inform Your Product-Led (Expansion) Growth Strategy](https://www.process.st/product-led-customer-success-metrics/) - How do you know if your product-led expansion strategy is working? Learn how to apply product acquisition, adoption, retention, and expansion metrics in PLG.
- [The Impact of GHRM on Employee Retention and Well-Being](https://www.process.st/green-hrm-impact/) - Eco-activities are good for your employees, and your bottom line.
- [9 GHRM Best Practices to Achieve Success in Environmental Initiatives](https://www.process.st/green-human-resources-ghrm-best-practices/) - No company can go green without employee buy-in. If your people aren’t on board with your green initiatives and policies, they’re going to fail and fail hard. Which is where HR comes in.
- [A Step-by-Step Guide to Creating an Effective Swim Lane Diagram](https://www.process.st/swim-lane-diagram/) - Swim lane diagrams are powerful tools to map your most complex processes.
- [Can Today's COO Still Benefit from Hammer and Champy's Reengineering the Corporation?](https://www.process.st/reengineering-the-corporation-benefits/) - Is a 30 year old fad still relevant today?
- [Best Remote-First Companies to Work For in a Post-Pandemic World](https://www.process.st/best-remote-first-companies/) - This article examines the best remote-first teams you could be working for, with a focus on what to look for when considering if a company is truly fully-remote.
- [How to Optimize Magento Stores to Suit Core Web Vitals Standards](https://www.process.st/magento-core-web-vitals/) - Alex Husar is the Chief Technology Officer at Onilab. For over eight years, he’s been working on Magento migration and development projects as well as building progressive web apps (PWAs). Alex is an expert in full-stack development who shares his expertise and in-depth knowledge on modern technologies and Computer Software Engineering. Ecommerce businesses all over
- [The 4 Integration Strategies That Will Shape Your Post-Merger Process](https://www.process.st/post-merger-integration-strategies/) - There are 4 primary integration strategies that will shape your organization post-merger.
- [How Co-Marketing Can Heavily Increase Your Backlinking Game](https://www.process.st/co-marketing-and-backlinking/) - Backlinks are not just critical to conversions; they're crucial to your SEO efforts. Co-marketing can help you get there.
- [Tuck-In vs. Bolt-On: How Do Business Model Differences Impact Your M&A Operating Model Framework](https://www.process.st/tuck-in-bolt-on/) - Business model alignment is crucial to deciding your acquisition strategy.
- [Essential Etiquette for Customer Success Communications](https://www.process.st/customer-success-communications/) - This is a guest post by Andriy Zapisotskyi. Andriy is a Growth Manager at Mailtrap. He has over 5 years of experience in the field of marketing & loves to network with new people. Jeff Gardner (Director of Customer Support & Success at Intercom in the early days) on customer communications: "It’s got to be
- [Building a Content Marketing Strategy: Tips to Get Your Team Excited](https://www.process.st/building-a-content-marketing-strategy/) - Find out what key tips can be used to refresh your team’s content marketing strategy and how can these ideas get your team excited.
- [4 Workflows to Get You Started with Automations](https://www.process.st/how-to-use-automations/) - Bring your favorite work apps together to drive your team's important processes and turn the work you're already doing into a single consistent process.
- [How to Scale Content Marketing: Building a System for Growth](https://www.process.st/how-to-scale-content-marketing/) - 70% of marketers take scaling their content marketing seriously, increasing competition in the process. It can be difficult to set yourself apart, but don’t worry, we’re here to help.
- [There's a New Way CS Leaders Should Measure Value Generated](https://www.process.st/measuring-customer-value/) - Learn how to measure customer value using these 3 steps. Meet the growing expectations and demands to enhance customer success delivery.
- [How to Manage a Successful CS Transformation to Be More Customer-Centric](https://www.process.st/customer-success-transformation/) - Technological advancements are changing customer expectations. Learn how you should respond with these 3 steps on how to make a customer-centric transition.
- [Why You Need an Account Health Scorecard Which Measures Customer Health and Yours! (Free Template)](https://www.process.st/account-health-scorecard/) - Learn how to produce an account health scorecard that measures the health of your business along with the health of your customers (plus a free template).
- [The 4 Workplace Personality Types Your Business Needs to Succeed](https://www.process.st/workplace-personality-types/) - Mike Nemeroff is the co-founder and CEO of RushOrderTees. An entrepreneur from an early age, Mike and his siblings started a small screen printing business in their garage as teens and RushOrderTees was born. Under Mike's leadership, the business has grown into the $75 million dollar ecommerce company that it is today with more than There are 4 core personality types every business team needs to be productive and successful.
- [How We Use Automations for Marketing Operations Reporting](https://www.process.st/how-we-use-automations-for-marketing-operations-reporting/) - Learn how we automate reporting of our marketing operations, and how you can too!
- [How HR Automation Can Streamline Your Important Workflows](https://www.process.st/hr-automation/) - You must embrace HR automation to give your department and organization an edge. Here are 7 HR processes you must automate.
- [5 M&A Process Checklists to Supercharge Your Pre & Post Acquisition Workflows](https://www.process.st/mergers-acquisitions-processes-m-a/) - 5 templates to automate and streamline the M&A process for your company.
- [5 Tips to Make Your Customer Success Vectors Actual Vectors (KSIs Not KPIs)](https://www.process.st/customer-success-vector/) - Stop using limited customer success KPI metrics, and start using customer success vectors to measure here-to-here customer growth.
- [3 Major Pitfalls to Avoid During Post-Merger Integrations (Plus Free Template!)](https://www.process.st/ma-integrations/) - 3 simple yet vital reasons M&A integrations fail.
- [Customer Success 2.0: The Essential Software Stack to Execute McKinsey's Model](https://www.process.st/customer-success-2-0/) - Effectively implement customer success 2.0 philosophy in your organization using our essential software stack list.
- [3 Proven Decision Support Systems for Business Operations Managers](https://www.process.st/decision-support-systems/) - We make 226.7 decisions a day on food choices alone. In an ad for their To-Do app, Microsoft claimed we make a whopping 35,000 decisions per day. No one knows where they got this number from, though it is widely quoted by Inc., Huffington Post, and even academics. The fact is, a majority of decisions These 3 decisions support systems will help you make the right decision when you need to
- [Employee Rewards: How to Evaluate Performance & Encourage Better Work](https://www.process.st/employee-rewards/) - Employee rewards are a wonderful way to get teams engaged and working harder. So it's good to know what type of rewards best suit your employees.
- [Why Excel Sucks for Employee Onboarding (You Could be Losing Millions)](https://www.process.st/why-excel-sucks-for-onboarding/) - Here is why Excel sucks for onboarding, with 8 reasons why you need to switch to a workflow management onboarding solution.
- [Level Up Your Favorite Work Apps With Automations](https://www.process.st/announcing-automations/) - No more 3rd party integrations or switching between tools to get work done. Process Street's Automations connect the apps you use to the workflows you follow, in just a few easy steps.
- [Business Plan vs. Business Proposal: Everything You Need to Know](https://www.process.st/business-plan-vs-business-proposal/) - Get clued up on the differences between a Business Plan vs. Business Proposal from, Seema, Product Expert at Revv. We've covered all this and more.
- [The Importance of Core Values: How to Captivate Customers & Compel Teams](https://www.process.st/importance-of-core-values/) - Core values are one of the 3 pillars of principle supporting your business operations. In this article, we'll cover why exactly core values are so important."Well-defined values don't sound like the safe platitudes of a Hallmark card" - Patrick M. Lencioni, Management guru Lencioni also wrote that "Most values statements are bland, toothless, or just plain dishonest. [They] create cynical and dispirited employees, alienate customers, and undermine managerial credibility." For early stage startups, formal value statements are multi-functional; they should
- [What Does a Customer Success Manager Do? 8 Essential CSM Responsibilities](https://www.process.st/what-does-a-customer-success-manager-do/) - What does a customer success manager do? Monitoring customer health scores and trying to reduce churn are just two of his tasks. Read and find out more!
- [Should You Be More Product Oriented? Practical Advice From Wes Bush](https://www.process.st/product-oriented/) - I went straight to the horse’s mouth and asked PLG champ, author, and founder Wes Bush how to become a successful, product-oriented company.
- [Human Capital Theory: Still Relevant or Woefully Outdated for Our Knowledge Economy?](https://www.process.st/human-capital-theory/) - Should human capital theory (a product of the mid-20th century manufacturing economy) still have a place in today’s knowledge economy?
- [How to Combat Zoom Fatigue: Synchronous vs. Asynchronous Communication](https://www.process.st/synchronous-vs-asynchronous-communication/) - Exhausted from too many video calls? Want to avoid Zoom fatigue? Learn when, why, and how to use synchronous vs. asynchronous communications methods.
- [How to Ship in 8 Weeks or Less (via Cross-Functional Teams)](https://www.process.st/cross-functional-team/) - Get you clued up on what the development methodology Shape Up looks like in practice and sneak-peak into what we do at Process Street as our EPD team shares their secrets.
- [How to Calculate A Customer Health Score: 7 Indicators](https://www.process.st/customer-health-score/) - To excel at customer success, you need to understand your customer health score. And that goes beyond just using NPS. Here's everything you need to know.
- [Marketing Agency vs. Marketing Consultant: Which is Better for Project Managers?](https://www.process.st/marketing-agency-vs-marketing-consultant/) - Should you use a marketing consultant or a marketing agency to help meet your project deadlines and stay on budget? Read this post to find out which is right for you!
- [Upgrade the Customer Journey with User Experience Maps and Reduce Churn](https://www.process.st/user-experience-maps/) - This is a guest post by Ray Slater Berry, a freelance writer for Chameleon with over nine years of content marketing and social media experience. He specializes in product tech, travel, SaaS and working one time as a CMO at Study Clerk. Ray is also a published fiction writer, with his first novel titled Golden Learn how to beat churn, increase retention, grow your customer lifetime value, and achieve an ROI as high as 9,900% using user experience maps.
- [UX Research Methods: Behind the Scenes At Process Street](https://www.process.st/ux-research-methods/) - Jonathan Bond is a Process Street Staff Product Designer, Star Wars fan, and human problem solver. Reach him on Twitter @jrbond. The path you actually take in life is often wildly different from the one you thought you'd take. I spent years undertaking a fine arts degree. However, after I graduated, I wanted to get User experience (UX) research methods explore the thoughts, experiences, emotions, and attitudes a user has towards a product or service.
- [Reduce Employee Turnover by 63% Using Employee Acknowledgment](https://www.process.st/employee-acknowledgment/) - This is a guest post by Katerina Mery, a marketing specialist at Fond. Fond is a rewards and recognition company dedicated to building places where employees love to work. Mery authors articles about how to leverage recognition programs to drive company success. Think back to the last time a colleague acknowledged you for a job Learn why employee acknowledgment is important, the benefits it'll give your organization, and how it will improve employee wellbeing, reducing turnover.
- [5 SaaS Renewal Best Practices (That Actually Work!) for Retaining Customers & Improving Renewals](https://www.process.st/saas-renewal-best-practices/) - Every 28 days, a lovely Hermes delivery-person brings a crate of the world's finest craft beer to my house. But if it were up to me, I wouldn't receive these beer boxes at all. In early 2020, I tried to unsubscribe from [REDACTED] — a monthly beer subscription company — as I felt it was
- [An Interview with Ivy: Shape Up From a Product Designer’s Perspective](https://www.process.st/shape-ups-design-process/) - I asked Process Street's Product Designer how Shape Up's development method works in practice. Want to know more about Shape Up? Check out what Ivy has to say. I wrote a post about Shape Up, a development methodology, and you the reader wanted me to dive deeper. So, I did just that and interviewed Process Street’s Product Designer, Ivy. Ivy answers common questions concerning how Shape Up works in practice, and although I briefly touch on the core phases of Shape Up’s approach,
- [89% of Execs Swear By BizOps for Advanced Decision Making in Their Org (Plus Checklists!)](https://www.process.st/bizops/) - Find out how to apply BizOps as a startup or as a large enterprise to significantly improve strategic decision-making in your business.
- [Ditch Scrum! 3 Shape Up Processes & Checklists to 5x Your Dev Cycle](https://www.process.st/shape-up-process/) - We've cut our development cycle by 70% since making the move to Shape Up. Learn how to do the same with these three checklists that take you through Shape Up's framework.
- [7 Steps To Procurement Management To Optimize Processes Responsible for ~70% of Revenue](https://www.process.st/procurement-management/) - Procurement management can be responsible for 70% of an organization's revenue. Create an optimized, digital, procurement management plan with these 7 steps.
- [Project Onboarding Hacks for a Successful Project Launch](https://www.process.st/project-onboarding/) - Want to learn how to get your team engaged with a project? Project onboarding is the answer! We'll show you how it should be done for optimal results.
- [How to Turn Dreamers into Doers & Harness the Power of Intrapreneurship](https://www.process.st/intrapreneurship/) - Harness the power of intrapreneurship to elevate the top line, boost company culture, increase competitive advantage, and cut time-to-market.Does anyone have the number for Jeff Bezos? He owes me over $10,000. Thanks to his 1-Click checkout, I must’ve purchased at least $10,000 worth of stuff that I didn’t need or want. He’s made it way too easy to purchase from Amazon and it’s got to stop. So, yeah if you have his number
- [Set Up a Home Workspace That Inspires Productivity](https://www.process.st/home-workspace/) - Nouman Ali Awan shares top tips from professionals working from home. Learn how to optimize your home workspace and increase productivity.Nouman provides ghostwriting and copywriting services. His educational background in the technical field and business studies helps him in tackling topics ranging from career and business productivity to web development and digital marketing. He occasionally writes articles for carpet cleaning. Working from home has become the new normal. However, it can be difficult to ensure
- [When You Need an HR Team and How to Build One Effectively](https://www.process.st/hr-team/) - HR teams still have a vital role to play in the structure and organization of a company. It’s 4:55 on a sunny Friday afternoon. You have a whole weekend of relaxing in the backyard planned. Maybe you’ll have friends over for a barbecue, or finally finish that crime thriller you started last year and forgot about. There’s always that super-extended director’s cut of a film from four years ago that just came
- [How to Reduce Defects in Business by 20% Using the Juran Trilogy](https://www.process.st/juran-trilogy/) - Reduce chronic defects from business outputs below a 20% expectation using the Juran Trilogy. Take control and actively pursue business quality.
- [How to Save 6,000 Hours per Year with Business Systems Development](https://www.process.st/business-systems-development/) - This is a guest post by Michael Zipursky, CEO of Consulting Success® and Coach to Consultants. He has advised organizations like Financial Times, Dow Jones, RBC, and helped Panasonic launch new products into global markets. Michael is also the author of the Amazon Best Sellers ACT NOW: How successful consultants thrive during chaos and uncertainty, Business system development improves business efficiency, accountability, and team creativity (+ more benefits). Learn from the experts on how to get started.
- [16 Onboarding Best Practices to Improve Employee Retention by 82%](https://www.process.st/onboarding-best-practices/) - Learn how top SaaS organizations (such as Process Street, Salesforce, + more) onboard their CSM with these 16 onboarding best practices.
- [The Inside Secrets of a Process Street Full Stack Engineer](https://www.process.st/full-stack-engineer/) - Process Street's Herbie Porter discusses his first year at Process Street, being an engineer, and perfecting the art of cocktails.Until a few weeks ago, I had no idea what exactly a full-stack engineer was, let alone what the role entailed. I know, I know - I work for a tech startup, I should know these things. You’re right; I should. So, to educate myself, I sat down with one of Process Street’s engineers, Herbie
- [How to Run a Security Audit: The Ultimate Guide (+ Free Templates)](https://www.process.st/security-audit/) - Run an effective security audit using our 5 top security audit checklists (+ processes) and protect your business from data breach threats.
- [5 Ways to Conquer Unconscious Bias in Diversity Hiring](https://www.process.st/diversity-hiring/) - This is a guest blog post by Joe Caccavale. Joe heads up content over at Applied - the blind hiring platform that removes unconscious bias by using behavioral science. As an organization, you’re committed to improving diversity. You want to build high-performing, diverse teams. But how do you attract and hire these candidates without simply We all fall victim to unconscious bias, so how do we keep it out of our hiring practices and improve organizational diversity? This post examines 5 strategies for handling unconscious bias during recruitment and hiring.
- [How to Use Technology to Overcome Workplace Anxiety-Related Productivity Issues](https://www.process.st/workplace-anxiety/) - Those with anxiety know what a struggle it can be to get through each workday. This post will cover how to overcome it with the help of productivity-enhancing technology.
- [Tech Out Loud: The Best Tech Posts Delivered Straight To Your Ears](https://www.process.st/tech-out-loud/) - Tech Out Loud brings you interesting and relevant articles written by respected industry leaders such as Peep Laja, Sujan Patel, Tomasz Tunguz, and more! Who resolved to read more this year? ✋ Who actually has? Let’s be honest: you’re never actually going to make it through that folder of bookmarked articles you’ve been collecting since last year. Hey - not judging. I’ve been cultivating my own To Be Read monolith for months. So what’s the deal? How do you
- [A Basic Introduction to Creating a Software Requirements Specification](https://www.process.st/software-requirements-specification/) - Kamelia Stone is Content Manager at Marketbusinessnews. She likes to travel, meditate, and draw inspiration from different sources, primarily from books. Software Requirements Specifications (SRSs) document describes the various software features, capabilities, coding tests, and functions that are to be implemented in the product. These parameters also include characteristics, design details, and implementation obstacles for Software Requirements Specification is a powerful tool for software development detailing capabilities, and functions of the proposed project.
- [I Analyzed 40 Top Tech Blog Welcome Emails: Find Out Their Secret](https://www.process.st/welcome-email/) - Welcome emails are the one email you should be sending. Why? Because they have a 91.43% open rate, can create an 86% lift in unique open rate, and have on average 5x the click-through rate of a standard email marketing campaign. I’ve uncovered heaps more stats that I’ll share with you later in the post.
- [How Our Sales Team Use Checklists to Identify Sales Opportunities & Close Deals](https://www.process.st/sales-opportunities/) - “To succeed, jump as quickly at opportunities as you do at conclusions.” - Benjamin Franklin Is your sales team prioritizing their time and channeling their efforts for the highest return? Are you sure you have the systems in place to take advantage of every sales opportunity that presents itself to you, from outreach to closing
- [Create More Time in Your Day with Our New Slack App](https://www.process.st/process-street-slack-app/) - Clear the clutter & add minutes back into your day by using Process Street's new Slack App. Action tasks, give approval, and work through checklists all from one single place!
- [Lean Canvas: How To Create a Business Plan that People Will Actually Read](https://www.process.st/lean-canvas/) - Find out why a one-page Lean Canvas is more effective for securing start-up investment than a 40-page business plan.
- [Workforce Planning Essentials for the Remote-Savvy HR Manager](https://www.process.st/workforce-planning/) - If you don't have the right people being utilized properly in your business, you're going to fail. Hard. Workforce planning keeps that from happening.
- [Improve Business Operations With Economies of Scope](https://www.process.st/economies-of-scope/) - Economies of scope are when it’s more cost-effective to produce related items together than it is to produce them individually. In the 21st century economy, it’s also an increasingly familiar model as brands continue to expand their offerings to consumers.
- [What is a Blog Maturity Model? How We Create Quality Content at Process Street](https://www.process.st/blog-maturity-model/) - How can you be sure your content is top notch? Maturity models are designed to help you assess quality and implement continuous improvement!
- [How to Build a Successful Go-to-Market Strategy](https://www.process.st/go-to-market-strategy/) - A go-to-market (GTM) strategy is the way in which a company brings a product or service to market. No matter how good your idea is, you need a go-to-market strategy. Why? Because statistically speaking, your business is more likely to fail than succeed. In fact, if you’re a startup, your chance of failure is a
- [The Minimum Virtuous Product: Is the Move Fast & Break Things Era Behind Us?](https://www.process.st/minimum-virtuous-product/) - Introducing the new MVP: Could the minimum virtuous product replace the minimum viable product? Is the move fast and break things era behind us?If you’re moving fast and breaking things, at what point in time do you realize things are broken? When there is public uproar against your product? Such as the Amazon case in 2019 involving job listings for the role of “union buster” (someone who reports on fellow employees seeking fair labor practices). Or, when regulators
- [How We Smash Tough Goals and Objectives With OKRs (& How You Can, Too!)](https://www.process.st/goals-and-objectives/) - We're an ambitious bunch here at Process Street. In terms of numbers, we've published over 1,000 onsite blog posts, over 300 offsite blog posts, penned 5 huge ebooks, attended many an external webinar, and created many a podcast, too. And this is only our content marketing team's efforts. If I were to discuss the phenomenal Want to exceed your business' goals and objectives? Read this post to learn how we do it at Process Street with OKRs — and how you can, too!
- [Customer Success Onboarding: Learn How to Improve Profitability and Reduce Customer Churn](https://www.process.st/customer-success-onboarding/) - Your ultimate customer success onboarding guide. Implement best practices, build a solid framework and implement effective onboarding processes.
- [Product-Led Growth: How to Build A Product That Sells Itself](https://www.process.st/product-led-growth/) - Product-led growth is about building a product that is so good that opting to pay for it after a free trial period is over. Here's how to do just that.
- [The 4 Netflix HR Practices That Took Us From Average to Awesome](https://www.process.st/hr-practices/) - Netflix is officially the best place in the world to work; 71% of its employees would recommend working there. Why? Find out by reading this!
- [Beyond Enlightenment – How to Make an Impact With Data Storytelling](https://www.process.st/data-storytelling/) - In this post, we’ll look at how you can go beyond data acquisition, compilation, and presentation. We’ll show you how to make your data come alive through the magic of storytelling.This is a guest post by Brian Skewes, a technologist into deconstruction. Over two decades of self-employment, he has accumulated a wealth of inadvertent real-world lessons related to building, running, and preserving a small company. There’s a phrase that’s become popular in web analytics, digital marketing, and business consultancy in the last few years: data
- [Make Magic & Embody Cross-Departmental Collaboration](https://www.process.st/cross-departmental-collaboration/) - Cross-team collaboration between the Sales, Marketing, and Support teams is vital for creating a seamless transition for customers as the transition through the buying process.This is a guest post written by Kashyap Trivedi. Kashyap is a Project Manager, working with an awesome team at Launch Space. He helps SaaS companies conquer the SERPs with Expert Outreach. When he is not working, you’ll find him playing Table Tennis or Meditating. The Sales, Marketing, and Support teams form the three significant
- [Default to Action & Overcome the Toolbox Fallacy](https://www.process.st/toolbox-fallacy/) - The Toolbox Fallacy is self-deception disguised as excuses or a lack of "tools". We don't start projects until we have the tool out of a fear of failure.
- [5 Human Resources Best Practices We Learned From GitLab](https://www.process.st/human-resources-best-practices/) - HR gets a bad rap. What can you do to correct this? This post is going to look at five essential concepts every HR manager needs to keep in mind based on GitLab’s own tried and tested processes.
- [Process Street 3.0: Even More Versatile for Every Kind of Workflow](https://www.process.st/process-street-3-0/) - Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures. Process Street helps you automate tasks, track progress, and manage documents — plus it integrates with over a thousand of your favorite apps. Thousands of businesses in every industry use Process Street to make their recurring work fun,
- [An HR Leader's Playbook for Running an Effective Retained Search](https://www.process.st/retained-search/) - You are an HR leader at an executive search firm and you have landed a big client, who has agreed to kick-off a retained search with your company. What’s your next move? Who am I to know anything about executive retained search? Well, I am an ex-associate from one of the top executive recruiting firms
- [Conquer Process Improvement With These 9 Lean Six Sigma Tools](https://www.process.st/six-sigma-tools/) - The first step to accomplishing anything is to define exactly what it is you want to achieve. In this section, I’ll go over two different tools you can use to do this. The first - a process flow chart - is a fairly simple tool to execute while the failure mode and effects analysis (FMEA)
- [The Ultimate List of 46 Business Process Improvement Tools](https://www.process.st/process-improvement-tools/) - Start optimizing your business processes with these top 45 process improvement tools. They will help you to build a successful business from the core out.
- [An Insider Look Into How We Built the Process Street Slack App (In 2 Weeks!)](https://www.process.st/build-a-slack-app/) - Want to be a productivity powerhouse? Read this post about the Process Street Slack App. You'll learn how we created it, why, and how to install it.
- [Logistics & Inventory Management: How To Do it With a “No-Contact” Policy](https://www.process.st/inventory-management/) - Because of COVID-19, thousands of businesses have had to implement no-contact policies. Find out how to manage logistics and inventory in a world of no-contact.
- [Hyper Growth: The Strategies You Need to Reach Unicorn Status](https://www.process.st/hyper-growth/) - Over 600 companies have reached unicorn status through hyper growth strategies. What is hyper growth? Is it the path for you?
- [How We Cut Our Time to Ship a Feature from 6 months to 6 weeks Using Shape Up](https://www.process.st/shape-up/) - Our team recently made the move from Scrum to Shape Up. This post looks at how the two compare. Check out which one works best for us and why.
- [Customer Success Operations: How to Build Repeatable Processes to Scale & Grow](https://www.process.st/customer-success-operations/) - Customer success operations are an important part of building and maintaining good customer relationships. Here is a guide on how to build the best system.
- [Reach the Right People & Get the Right Result With a Customer Profile](https://www.process.st/customer-profile/) - With insights from the likes of Hiten Shah, Lincoln Murphy, and Tomasz Tunguz find out how to create a customer profile that increases your conversions by up to 73%.
- [Ideation: How to Excel at the Most Important Stage of Design Thinking](https://www.process.st/ideation/) - Ideation can help teams consistently come up with great ideas. But what is ideation? What are some techniques to get started? Read this to find out!
- [Quicken Your Software Deployment & Generate More Value with CI/CD](https://www.process.st/software-deployment/) - CI/CD offers a lot of benefits when it comes to process automation and easy software deployment.
- [How to Run Remote Meetings That Don't Suck](https://www.process.st/how-to-run-remote-meetings/) - Learn how to ensure your meetings remote don't suck. Andre Pinantoan, Head of Growth at AI a coaching startup is here to help you optimize your meetings.
- [How to Meet Goals and Inspire Your Team Using OKRs (Includes OKR Examples)](https://www.process.st/okr-examples/) - I love winning. It doesn’t matter what’s involved or what the prize is, I’ll do what I can to achieve my goal of clinching that ‘winner’ title. When I was 6, my primary school held an egg and spoon race as part of its sports day activities. The prize was a yardstick of chocolate. Let’s
- [The Key to Productive Meetings? Cancel Them! 7 Meetings to Scrap](https://www.process.st/productive-meetings/) - Follow Dave Nevogt's tips and ensure that each and every meeting you attend is a productive one. Learn how reducing meetings can help with organization.
- [Developer Onboarding Best Practices With 11 Top Tips for Remote Teams](https://www.process.st/developer-onboarding/) - Developer onboarding can be a challenge. Find out best practices to successfully hire, retain, and onboard top talent remotely.
- [12 Checklists for Bloggers to Implement Content Marketing Best Practices](https://www.process.st/checklists-for-bloggers/) - Blogging is a vital content marketing sidekick. Ensure you're producing the best content on the web with our 12 top checklists for bloggers.
- [Radical Transparency: A Look at GitLab's Company Culture](https://www.process.st/radical-transparency/) - Imagine you knew absolutely everything there was to know about the company you buy from. I’m talking about their goals, values … even the challenges they face. It would be pretty radical right? Or rather, the company in question would be radically transparent. Radical transparency is a phenomenon that’s gaining traction, and this post is
- [DACI: Group Decision-Making Made Easy With Our Free Template](https://www.process.st/daci/) - The DACI group decision-making framework is geared toward simplifying the group decision-making process.
- [Speed Up HR Tasks with Process Street’s New Slack App](https://www.process.st/hr-tasks/) - Speed up your HR tasks with the free Process Street Slack App. Receive instant notifications for assignments, due dates, approvals, and mentions.
- [Get Powerful Insights Into All Your Company Processes With Our BI Integrations](https://www.process.st/bi-integrations/) - Get in-depth, real-time insight into how your teams and company's processes are performing with the Process Street BI Integrations.
- [5 Essential Lessons I Learned From GitLab's Marketing Playbook](https://www.process.st/marketing-playbook/) - Writers are inherently curious. Here at Process Street, we're no different. So when I was given the opportunity to check out GitLab's marketing playbook, I jumped at it.
- [5 Critical System Failures of the Coronavirus Pandemic](https://www.process.st/system-failure/) - At 5 AM on August 29, 2005, the largest drainage canal in New Orleans, the 17th Street Canal, was breached by torrents of water, an hour before Hurricane Katrina struck the city. Levees and floodwalls fell in 50 different locations, flooding 80% of the city - under 15 feet of water in some parts. No
- [How to Reduce Customer Attrition During a Crisis](https://www.process.st/customer-attrition/) - Crises bring a number of challenges that require businesses to reevaluate their strategies. If left unchecked, customer attrition can have a drastic impact on a company.
- [11 Game-Changing Sales Metrics & How/When to Use Them](https://www.process.st/sales-metrics/) - Sales metrics can help you drive more efficient growth by understanding bottlenecks and weak points in your business.
- [How to Launch on Product Hunt: What We Learned from 30+ Launches](https://www.process.st/how-to-launch-on-product-hunt/) - Way back in 2014, we first tried our hand at launching on Product Hunt with an early version of Process Street. It got featured, but that was a different time; when Product Hunt's staff manually selected each product feature (these days Product Hunt claims that an automated algorithm decides). It was hunted (Product Hunt lingo
- [Give Your Company a Competitive Edge With Customer Lifecycle Marketing](https://www.process.st/customer-lifecycle-marketing/) - This is a guest post by Jin Choi. Jin Choi is a writer who runs the MoneyNam blog. His favorite hobbies include learning about the newest trends in online marketing and lifting heavy iron at the gym. The customer lifecycle consists of the stages that a customer goes through from the moment they become aware
- [30+ HR Tools to Build Your Ultimate HR Toolkit](https://www.process.st/hr-toolkit/) - Build your ultimate digital HR toolkit with these 30+ top HR tools, to drive business and employee success.
- [Top 11 Property Management Software to Streamline Real Estate Processes](https://www.process.st/top-property-management-software/) - “The global property management software market size was valued at USD 1.58 billion in 2019 and is expected to grow at a compound annual growth rate (CAGR) of 5.2% from 2020 to 2027.” - Grand View Research, Property Management Software Market Size Real estate is evolving. And technology - or to be more specific -
- [Rebuilding Our World With Sustainable Cities (& What This Means for Businesses)](https://www.process.st/sustainable-cities/) - Find out how our future cities, sustainable cities, will impact the business landscape, and how you can adapt to succeed.
- [15 Questions to Ask Yourself (& Your Team!) Before the Work From Home Transition](https://www.process.st/work-from-home-transition/) - This is a guest post from Katie Stearns, PR and outreach manager at BeeBole Timesheet. She's a digital marketer who loves monitoring management and leadership trends to create more valuable B2B content for managers. Katie is particularly interested in helping the world become a more productive place. For many HR professionals and company executives, 2020
- [10 Metrics & Strategies to Increase Inclusivity in the Workplace](https://www.process.st/inclusivity/) - I’d say we’ve all heard of the metaphor of the “glass ceiling”, right? Here is a definition for those who need some clarification: "Artificial barriers based on attitudinal or organizational bias that prevent qualified individuals from advancing upward in their organization into management-level positions." - U.S. Department of Labor The term became popularized in the
- [5 Essential Tools for a Successful QA Process in Your Startup](https://www.process.st/qa-process/) - Alex Zubkov is a technical writer at LITSLINK from Dnipro. Alex has 15 years experience in sales, marketing, and product promotion for both local and international markets. He's also a techno geek and amateur photographer with a love of gadgets and the Arsenal FC. Quality assurance (QA) is an essential stage of any software development
- [AI and Fake News: How Technology Has Changed Modern Propaganda](https://www.process.st/modern-propaganda/) - (Source)[/caption] The word “propaganda” evokes certain feelings and ideas in all of us. You may think of regimes like North Korea or the Third Reich. Perhaps your mind leans more towards organizations like Hydra and Vought. Maybe you guiltily think of the copy you wrote this morning to promote the latest app to hit iTunes.
- [Why Top Brands Are Obsessed With Phygital Marketing](https://www.process.st/phygital/) - You're waiting for the train on your way to work. You've got a long day ahead, and don't feel like swinging by the grocery store afterward. Fortunately, there's a supermarket kiosk on the platform. You scan the barcodes with your phone and arrange for your food to be delivered when you get home. As you
- [How to Build a SaaS Product 2x Faster Without Hiring a Tech Team](https://www.process.st/how-to-build-a-saas-product/) - This is a guest post from Margo Ovsiienko, you can find her website at margoleads.com. Margo is a tech enthusiast and a growth marketing strategist. She is passionate about topics related to SaaS growth, startup strategy, and IT development. To outsource or not to outsource? The eternal tech question, and a persistent hot topic in
- [A Deep Dive Into How We’re Winning at Guest Posting (300+ Great Posts Published!)](https://www.process.st/guest-posting/) - If Shakespeare offered to write a guest post for TechCrunch, I highly doubt he'd be declined. Similarly, if Virginia Woolf, Toni Morrison, Fitzgerald — or any other great writer — wanted to post on the blog of Atlassian, Buffer, or Unbounce, these sites wouldn't exactly say no, would they? That's because they're the lucky few
- [What Are the Best Christmas Ads EVER Made? (And Why You Should Care)](https://www.process.st/christmas-ads/) - Q: What do you get if you cross Santa with a duck? A: A Christmas quacker! The only thing better than a good old Christmas cracker joke is a good old Christmas ad. Festive, heartwarming, and thought-provoking, TV Christmas ads signify the start of Christmas. And they’re a marketers dream. According to research, for every
- [Find the Best Customer Success Software & Grow Lifetime Customers](https://www.process.st/best-customer-success-software/) - 64% of customers think experience is more important than price when purchasing. This is why you need to invest in customer success software.
- [Referral Marketing: Learn From the Best to Be the Best, Top 8 Techniques for Rapid Growth](https://www.process.st/referral-marketing/) - This is a guest post by Jack Paxton, the co-founder of VYPER, a marketing tool that helps brands build email lists, social followings, and revenue using viral giveaways, referral, and reward programs. Jack spent millions of dollars testing different marketing strategies at his marketing agency. He then also co-founded Hyax a fast, conversion & design-focused
- [What is Cancel Culture? How to Not Get Canceled and Have Everyone Hate You](https://www.process.st/what-is-cancel-culture/) - It's not just people that get canceled — it's brands, too. But what is cancel culture? How can you ensure your brand won't get canceled? Read this post!
- [Master Project Management with the Critical Path Method](https://www.process.st/critical-path-method/) - Project management requires a wide spectrum of skills, organizational abilities, and attention to detail to make sure everything moves forward according to plan. A good project manager is able to keep all the plates spinning in sync while making it appear effortless at the same time. However, the more plates you have spinning at once,
- [Stop Profits Plummeting with a Quality Management Plan](https://www.process.st/quality-management-plan/) - Quality management. Oh, how I love thee. You’ve given us rubber flavored cookies, phones that go up in smoke, and exploding car airbags (we'll get to all of that later). Last year, 337 food products passed through stringent quality management procedures and went to market with major issues. So major, in fact, that each and
- [The Ultimate Guide to Content Creation Automation (by GroverAI)](https://www.process.st/groverai/) - Grover is a state-of-the-art defense against neural fake news, developed in affiliation with the Allen Institute of AI by Rowan Zellers, Ari Holtzman, Hannah Rashkin, Yonatan Bisk, Ali Farhadi, Franziska Roesner, and Yejin Choi from the Paul G. Allen School of Computer Science and Engineering. Publishing is the future of commerce, and no industry knows
- [Employee Development Plan: Top CEOs Use One, and So Should You (Free Template)](https://www.process.st/employee-development-plan/) - Implement an employee development plan built from the best practices used by experts to nurture and retain talent in your team.
- [5 Mind-Blowing Things We Learned About Our SaaS Price Model](https://www.process.st/saas-price-model/) - For organizations, updating prices is like getting plastic surgery (I imagine). You’re painfully aware that people can see what you’ve done, but under no circumstances will you ever talk about it. It's a forbidden topic. “The first rule of pricing is: you do not talk about pricing” - Medium, The First Rule of Pricing is:
- [Your Quick Guide to Energy Management for Sustainability and Reduced Business Costs](https://www.process.st/energy-management/) - Learn how to increase energy efficiency, conserve energy, and harness renewable energy for your business, with free access to our energy management plan.
- [A Comprehensive Guide to Building Organic Links](https://www.process.st/organic-links/) - With nine years in the aviation industry, Daniel Martin is an experienced team-builder with several high-performance content creation teams under his belt. He is currently the Head of Customer Success at LinkDoctor. As of October 2019, there were 1.72 billion websites on the Internet. Keeping up with reputation and rank is important for any website
- [How to Be Serendipitous & Make Your Own Luck](https://www.process.st/make-your-own-luck/) - Want to learn how to make your own luck? According to the Luck Surface Area equation, all you've got to do is keep doing what you are doing and keep telling people about it.
- [How to Be a Good Product Manager & Crush Your Workload (Free Tips, Tricks, & Examples!)](https://www.process.st/how-to-be-a-good-product-manager/) - This is a guest post by Donald Fomby. Donald is a freelance content writer who works for ClassyEssay. He has spent more than seven years in the copywriting and blogging industries, writing articles, guides, and checklists for small eCommerce businesses. Donald uses his curiosity about online business to write about topics valuable to small business
- [The Best Mindfulness Apps  ‍♀️ Calm vs Headspace vs Waking Up vs Reflectly](https://www.process.st/calm-vs-headspace/) - Inhale... Exhale... Inhale... Exhale... ‍♂️ Why the deep breaths? Perhaps because of the pandemic, its subsequent lockdown measures, and the impending breakdown of life as we know it? In the midst of the global crisis, people are increasingly turning to mindfulness and meditation to regain a sense of calm in their lives. This means that
- [The Test Plan Template: Your Key to Optimizing Software Testing](https://www.process.st/test-plan-template/) - Imagine if Google stopped working, I know it's a scary thought. Fortunately, Test Plan Templates mean this is unlikely to happen. Click for a free template!
- [How to Beat the Bus Factor (and Be Prepared for Anything)](https://www.process.st/bus-factor/) - Don't let your business collapse when someone is unavailable. Read this post to find out how to track and improve your bus factor!
- [10 Ways to Instantly Improve Employee Development](https://www.process.st/employee-development/) - Organizations that invest in employee development & training can experience up to a 24% increase in profits.
- [Sorry, Windows Users — macOS 11 Big Sur Is the Best Operating System to Date](https://www.process.st/macos-11/) - Republican or Democrat. Brexit or remaining in the EU. Pepsi or Coke. There are some things that people just can't agree on. These debates all pale in comparison to the one argument that is so vitriolic, so polemic, and so bitter that it's infamous the world over: The Mac vs Windows debate. The heated rivalry
- [Business Tooth and Claw, Corporate Strategy to Win the War](https://www.process.st/corporate-strategy/) - Actioning an effective corporate strategy is vital for business, bridging the gap between success and failure. Find out how, with free template resources.
- [How To Create The Perfect Social Media Content Calendar Process (Free Template)](https://www.process.st/social-media-content-calendar/) - One of the keys to success on social media is creating a well-thought-out social media content calendar process - another is executing it! 
- [What is Kata? Toyota's Karate Concept for Lean Continuous Improvement and Coaching Success](https://www.process.st/kata/) - Yōkoso! I apologize for my poor Japanse pronunciation. Pray, why am I speaking to you in Japanse? Well, for this post, we will be delving into the Japanese mindset for business using Kata. Kata is a methodology used to make businesses lean. The approach, originally used in martial arts, was developed by Japanese car manufacturer
- [17 Stellar Ideas to Perfect Your Business Newsletter and 30 Free Templates](https://www.process.st/business-newsletter/) - Consistently churn out engaging content by implementing these 17 top tips and 30 free templates, to make the creation of your business newsletter a breeze.
- [We Analyzed 180K Business Proposals (You'll Never Guess What We Found!)](https://www.process.st/business-proposal/) - Want to create successful business proposals? Learn from the findings collected from over 180,000 business proposals to make yours win. It's easier than you think!
- [Single Source of Truth as the Pathway to Data Enlightenment](https://www.process.st/single-source-of-truth/) - The time has come to enlighten your data processes: Implement SSOT to enforce data autonomy, eliminate data replication, and advocate for data clarity.
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- [6 Checklists for Meticulous Evaluation of FSSC 22000 Compliance](https://www.process.st/fssc-22000-checklists/) - Taking the appropriate measures to ensure products we come into close contact with are clean & safe is now more important than ever, and there is nothing we come into closer contact with than food. If you are in the food manufacturing, farming, processing, packaging, catering, or another food-related industry, a robust, well-documented Food Safety
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- [Browser Security: The Best Browsers & Measures for Maximizing Online Safety](https://www.process.st/browser-security/) - In the modern world, you need to take online privacy and security seriously. Read this post to find what the best web browsers & security measures are.
- [Operations Manual Templates: How to Create a Solid Operations Manual (Free Templates!)](https://www.process.st/operations-manual-templates/) - In a past life, I interned at a fashion company. And at the tender age of 19, it was my first introduction to the working world. But my time there was largely spent in a state of bewilderment, wondering what tasks I should be focusing on, what the right processes for those tasks were, and
- [4 Virtual Conference Process Templates to Cut Costs & Increase Sales](https://www.process.st/virtual-conference/) - 87% of conferences have been cancelled because of COVID-19. Cancelled conferences are costing the economy billions. Don’t cancel. Run a virtual conference instead.
- [11 Sales Onboarding Templates For Maximum Employee Retention](https://www.process.st/sales-onboarding/) - Create an effective sales onboarding process with the help of these 11 free templates and workflows. See how top companies onboard for maximum retention.
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- [How to Reach More Customers with Virtual Reality Real Estate](https://www.process.st/virtual-reality-real-estate/) - It takes an average of 19 views to sell a house. Virtual reality real estate technology can reduce the number of physical viewings by up to 57%.
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- [Ultimate SOP Guide: Standard Operating Procedures Made Easy (Free Templates!)](https://www.process.st/sop/) - This post has everything you will ever need to know about SOPs, from how to write great SOPs to improving & optimizing with software.
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- [Simple SOP Format Guide: How to Write Standard Operating Procedures](https://www.process.st/sop-format/) - One of the most important things you can offer your customers and employees is consistency. Your customers need consistency in your products and services, your employees need consistency to help them do their job efficiently, and your company needs consistency in order to continuously improve your policies and procedures. The best way to make sure
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- [Looking for a Visio Alternative? Here Are 4 of Your Best Options](https://www.process.st/visio-alternative/) - Microsoft Visio is the industry standard for business process modeling, but you might want something different. Something a little more… agile. Just because it’s the most widely used, doesn’t mean it’s the best. The main reason it’s so widely used is that it’s packaged with Office 365 and often comes pre-installed with enterprise tech suites.
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- [50 Google Docs Templates for Business Success (With 60+ Process Checklists)](https://www.process.st/google-docs-templates/) - Incorporate your Google Docs templates with your business processes. With 50 free Google Docs templates, and 60+ free process templates to get you started.
- [How to Conduct a Safety Inspection (With Over 40 Free Checklists)](https://www.process.st/safety-inspection/) - Safety inspection keep our workplaces safe, and checklists are the key tool they use. Check out our +40 checklists for safety inspections!
- [Instagram Marketing Tips for Business: How to Get More Email List Subscribers](https://www.process.st/instagram-marketing-tips-for-business/) - In the age of Instagram, email can easily be overlooked. But new social media trends have huge potential to feed into classic channels like email marketing!
- [Ecommerce Strategy: 21 Best Books of 2023 to Help You Get Started](https://www.process.st/ecommerce-strategy/) - This is a guest post from Harry Southworth, a professional writer and editor. Creating an e-commerce store is easy nowadays. But, making it a success and earning money with it is much more complicated. It takes a lot for an e-commerce business to turn into a successful website. Only with an effective e-commerce strategy can
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- [Average Revenue Per Daily Active User (ARPDAU): What It Is and How It Can Increase Your Revenue](https://www.process.st/arpdau/) - The beginning of the 20th Century marks the dawn of the Information Age. This is characterized by a rapid shift from an industrial economy to one that has become primarily based on information technology. It is from within this new digital era, that technological applications (apps) have come about. The total number of app downloads in 2018
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- [What is Fleet Management? The Beginner's Guide (Free Templates!)](https://www.process.st/fleet-management/) - Fleet management is so much more than simply owning and operating vehicles. It's a complex interplay of many different factors and optimizations - much like the concept of business process management. In recent years, more and more tools for fleet management optimization are emerging. Fleet management is changing. Projected growth of the fleet management industry
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- [Content Creator: How to Make Captivating, Upvote-Worthy Material!](https://www.process.st/content-creator/) - Content is worth big bucks. Want to get in on the action? Read through this post to understand and learn how to be a stellar content creator yourself.
- [Enterprise Mobility Management (EMM): What It Is, Why It’s Important & How to Do It](https://www.process.st/enterprise-mobility-management/) - The modern workforce is, quite literally, movers and shakers. No matter if self-bought or company-bought, employees are using mobile devices to work from while in the office, going from meeting-to-meeting, traveling cross-country to attend conferences, and even when working from home. But for some (read: the security-minded), this is a little worrisome. With employees using
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- [What is Value Chain Analysis? How to Deliver Value & Gain a Competitive Advantage](https://www.process.st/value-chain/) - Maximum value at minimum cost; is that the secret to gaining a competitive advantage? That's what we're looking at in this article on value chain analysis.
- [8D Chess: How to Use The 8 Disciplines for Problem Solving](https://www.process.st/8d/) - Hospitals have developed something of a reputation for being rife with bad processes. When processes aren't adequate, the result is an abundance of "workarounds". For example, when equipment or supplies are missing, a nurse might waste time running around searching for what is needed, and once the item is found, return to their previous duties.
- [CRM vs Marketing Automation: Which is Best for Your Business?](https://www.process.st/crm-vs-marketing-automation/) - This is a guest post by Azat Eloyan. Azat is a digital marketer and mobile marketing enthusiast. With over 5 years’ experience in content marketing and SEO, he believes that valuable and informative content is the key. He's currently working as a marketing specialist at SendSMS, which is providing SMS marketing service globally. We live
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- [DECIDE: A Decision Making Process for Intelligent Decisions](https://www.process.st/decision-making-process/) - Decisions. We make a lot of them. From deciding what we want to wear in the morning to making a bold, life-altering decision like starting a small business, we have to make decisions day in, day out. In fact, we humans make over 35,000 decisions that we're remotely conscious of per day. But not all
- [3 Ways to Repurpose Instagram Content for Your Email Marketing](https://www.process.st/email-marketing-content/) - Natasha Ponomaroff is the Senior Marketing Director of Instasize – a content creating tool-kit for anyone editing photos and online content on mobile. A weekly contributor on the site’s blog, Natasha tracks social media trends and updates the millions of “creatives” who are currently using Instasize to curate awesome online content. Seeking to establish a
- [How to Use Checklists in the Workplace for Maximum Success](https://www.process.st/checklists-in-the-workplace/) - At Process Street, we're all about checklists. We use them for absolutely everything. I have a checklist for my daily tasks, a checklist for writing this blog post, and even a checklist for planning our monthly sprint! Basically, no task is too big nor too small for a checklist. But it got us thinking -
- [How To Prevent Data Loss and Implement Data Recovery](https://www.process.st/data-recovery/) - Data loss is a costly process, but how do you prevent it? In this article, we cover how you can prevent data loss and implement data recovery processes.
- [Risk Mitigation: What It Is and How to Implement It (Free Templates)](https://www.process.st/risk-mitigation/) - Only 23% of surveyed CEOs believe that they have comprehensive information about the risks of their business. Can you confidently state that you belong in that 23%? Even if you are not a CEO, as an employee, are you sure you know all the risks within your workplace? If not, then keep reading. In this
- [How to Create a Killer Pitch Deck (With 3 Proven Examples)](https://www.process.st/pitch-deck/) - Learn how to create a pitch deck that will land you investors from these proven examples!
- [The Ultimate Guide for an Effective Talent Management Strategy](https://www.process.st/talent-management/) - Humans are an important business asset, so it makes sense to invest in your employees with effect talent management processes. Find out how to do this here.
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- [How to Create A+ Content with a Content Development Process](https://www.process.st/content-development/) - Content marketing. Content strategy. Content... development? There are so many content-related words buzzing around the world wide web. Confused? I don't blame you. However, any marketer or content creator worth their salt will know that content development is not a process to skimp out on. That's why, in this article, I'll be discussing - and
- [Systems vs Goals: How I Lost 70lbs and Learned Piano](https://www.process.st/systems-vs-goals/) - “To put it bluntly, goals are for losers... goal-oriented people exist in a state of nearly continuous failure that they hope will be temporary.” - Scott Adams, Scott Adams' Secret of Success: Failure Matching up systems vs goals might seem odd but the truth is that you should be using one and not the other.
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- [Leadership Theories: How to Be the Perfect Leader for Your Team](https://www.process.st/leadership-theories/) - "... 71% [of organizations] said their leaders are not ready to lead their organizations into the future. Only 25% of organizations said they had a ready and willing successor identified for one out of 10 critical leader positions." - Brandon Hall Group, State of Leadership Development 2015: Time to Act is Now Great leadership is like
- [Secrets of the Cabal: Half-Life's Organizational Management & Other Agile Tales](https://www.process.st/organizational-management/) - From humble beginnings as a simple clone of the then-popular first-person shooter Quake, Half-Life would eventually become the first installment of one of the most successful video game series of all time. Today, Valve Inc. is one of the most renowned, innovative, and successful game development companies worldwide, boasting one of the largest video game
- [Economic Sustainability For Success: What It Is And How To Implement It](https://www.process.st/economic-sustainability/) - Does economic sustainability mean sustained growth and is this possible? How can you become economically sustainable at a business level? Find out here.
- [How to Optimize Your Approval Process and Smash the Bottleneck](https://www.process.st/approval-optimization/) - Whether you're submitting a draft of an article for review, collating a report for senior management, or presenting a product design, you probably need someone to sign off on your work. This happens day in day out in organizations all around the world. Yet, the sign off process can be slow and littered with delays.
- [Choice Architecture Explained: How To Remove Human Bias From Your Business Today](https://www.process.st/choice-architecture/) - How rational do you think you are? According to Richard Thaler and Cass Sunstein, the answer is not very. Thaler and Sunstein were pioneers who developed the choice architecture framework. According to them, humans are prone to hundreds of proven biases causing us to both think and act irrationally. For our prehistoric ancestors, these biases saved time and
- [Virtual Team: How to Excel at Remote Working (Free Templates)](https://www.process.st/virtual-team/) - It's 8 am. Your alarm buzzes. You roll out of bed, perform your morning ablutions, and then sit down at your desk, ready to take Monday by the horns. Which you do, because you're working from home, and not some crummy, cramped office which is full of distracting coworkers. Ahh. Bliss. It's 8 am. Your
- [Boost Site Traffic with a 4-Step Content Marketing Framework](https://www.process.st/content-marketing-framework/) - This is a guest post by Ronita Mohan. Ronita is a content marketer at Venngage, the online infographic and design platform. Ronita is interested in a variety of topics related to digital marketing, visual content, and online engagement, which she enjoys researching and writing about. Content marketing has certainly become popular. In fact, it's become
- [HR Best Practices: What They Are and How You Can Implement Them](https://www.process.st/hr-best-practices/) - $500 million per year is lost from the US economy through disengaged employees. Meet the needs of your employees and business by adopting the best HR practices.
- [What is ISO 9000? The Beginner's Guide to Quality Management System Standards (Free ISO 9001 QMS Template)](https://www.process.st/iso-9000/) - In 2018, Apple rolled out their brand new iPad Pro; top-of-the-line, cutting-edge, very slightly bent- wait, slightly bent? Customers on social media and several on the MacRumors forums have discovered their iPad Pros exhibited this slight bend straight out of the box. Of course, Apple's response was that this was completely normal, and absolutely not
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- [How to Make Your Own Aptitude Test with Process Street (6 Free Templates)](https://www.process.st/aptitude-test/) - Ever wondered how you can build and tweak a career aptitude test of your own? Well now you can, with Process Street!
- [How to Implement Effective Inventory Management Procedures](https://www.process.st/inventory-management-procedures/) - Inventory management needn't be hard. Use the procedures in this blog post to improve your business' inventory management quickly and easily!
- [Vendor Management: What It Is and How to Excel at It (Free Templates)](https://www.process.st/vendor-management/) - Learning about vendor management is no easy task. As soon as you search the words 'vendor management' in Google, you're bombarded with details regarding vendor management systems, rather than information regarding vendor management itself. And considering that 88% of companies use at least one outside vendor, and 47% more than 10 vendors, vendor management is
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- [The Negotiation Skills You Need to Start Using ASAP!](https://www.process.st/negotiation-skills/) - Your negotiation skills could be make or break for whether a sale crosses the line! Improve your sales negotiation skills and prepare for success!
- [GRI Standards for Sustainability Reporting: What They Are and Why They Matter](https://www.process.st/gri-standards/) - GRI Standards are a set of internationally recognised standards used for sustainability reporting. Find out how you can implement GRI Standards today.
- [Process Street Alternative: When the Best Is Too Much](https://www.process.st/process-street-alternative/) - Sometimes the full range of process management features can be overwhelming. We here at Process Street know that we can't please everyone. However, if you're going to use a Process Street alternative, we'd rather tell you about them from our own accounts than throw a bunch of marketing at you. That's why we're covering some
- [30 Insanely Useful Chrome Extensions For Digital Marketers](https://www.process.st/chrome-extensions-for-digital-marketers/) - Sandra Dufrene is a freelance writer and editor at Essayshark reviews. She has a keen interest in photography and dedicates all her free time to it. Sandra has extensive knowledge in different fields such as marketing, education, and blogging. You can contact her on Twitter. Google Chrome is by far the most popular web browser
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- [What is Environmental Management? How You Can Implement it Today](https://www.process.st/environmental-management/) - Learn how to use environmental management to create a sustainable business in the current economy.
- [What is CGMP? Current Good Manufacturing Practices and How to Use Them](https://www.process.st/cgmp-current-good-manufacturing-practices/) - What is CGMP? In this article we explain how to use a quality management system to achieve your current good marketing practices!
- [Life Coach Certification: What It Is and Why It's Useful](https://www.process.st/life-coach-certification/) - Think life coaching is mumbo-jumbo? A bit of social hocus-pocus? It's not. And it's a rapidly growing market. In the U.S., the personal development industry was worth just $707 million in 2011, but that quickly shot up to over $1.06 billion in 2016. To boot, the International Coach Federation believes over 53,300 coaches are practicing
- [Customer Research: 5 Ways to Read Your Target Customers' Minds](https://www.process.st/customer-research/) - The following is a guest post by Priscilla Tan, a freelance content marketer for SaaS and Tech companies that care about making small businesses successful. Certified by SmartBlogger, her works have been spotlighted on places like Forbes, Inc Magazine, and CNBC Make It. Did this happen to you? You spent brutal months building your product
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- [9 B2B Saas Applications You Need To Know About Today](https://www.process.st/b2b-saas-applications/) - What makes modern B2B Saas applications stand out from the rest of the crowd? What does it need to survive in the marketplace? Find out!
- [Why You Need a Risk Management Process (+ Free Template)](https://www.process.st/risk-management-process/) - Don't risk it - use this risk management process to avoid disaster!
- [What is CRO? How to Increase Conversion Rates (Free Template)](https://www.process.st/what-is-cro/) - You may remember from Latin 101 at college that conversiō is the process of turning around, altering, changing, or converting. And whether you're now a WeWork-dwelling solopreneur or a newly-hired marketer at an SMB, it's crucial for your leads to undergo conversiō. After all, without conversions site visitors aren't as likely to sign up to
- [How to Gain Customers and Influence People with Digital Storytelling](https://www.process.st/digital-storytelling/) - With modern technology, we can tell stories in unprecedented ways. Here's how you can gain, engage, and influence customers with digital storytelling.
- [How to Provide a Successful Performance Appraisal (With 5 Free Templates)](https://www.process.st/performance-appraisal/) - In this post, we'll be looking at and learning about performance appraisal. While we won't be praising performances of global stars à la the judging panel of the Oscars or Golden Globes, we will be using performance appraisals to assess the conduct of the stars in your workplace. After all, performance appraisals can be hugely
- [How You Can Create a Sustainable Business For Long-Term Success](https://www.process.st/sustainable-business/) - Adopting a sustainable business is becoming increasingly important. Understand what a sustainable business is and how you can adopt one.
- [How to Pitch Your Company and Land Investors](https://www.process.st/how-to-pitch/) - Your average pitch gets examined by investors for about 3 minutes 44 seconds and (if successful) is worth around $1.3 million. That's more than $5800 per second. With figures like that, you need to know how to pitch to land investors, customers, employees, prizes or whatever it is you're aiming for. That's where we here at Process
- [What is Conversion Rate Optimization? 5 CRO Hacks to Boost E-Commerce Sales](https://www.process.st/what-is-conversion-rate-optimization/) - This is a guest post by Jessica Bruce. Jessica is a professional blogger, guest writer, Influencer & an eCommerce expert. She’s currently associated with ShopyGen as a content marketing strategist. She also reports on the latest happenings and trends associated with the eCommerce industry. Follow her on Twitter. As soon as a new eCommerce website
- [The KonMari Method Checklist: Marie Kondo’s Simple Cheat-Sheet to Spark Joy](https://www.process.st/konmari-method-checklist/) - Marie Kondo has managed the impossible. She's rallied a large chunk of the population into getting excited about tidying up. That's right. Tidying up. And there are clear benefits to decluttering - from being able to donate to thrift stores more to having improved mental health, to having better financial management and even boosted rates
- [Employee Engagement: How to Get a Happy, Productive Team](https://www.process.st/employee-engagement/) - Learn what employee engagement is and how it can make your team happier, more productive and how to increase it.
- [The 14 Best Job Description Templates that Your Company Needs Today](https://www.process.st/job-description-templates/) - You have 14 seconds to convince the ideal candidate to apply to your job vacancy. Need a little help? Use our 14 free job description templates.
- [What is Records Management? How to Build a Records Management Process](https://www.process.st/records-management/) - Records management is essential for keeping control of the company data you hold. Effective records management can protect you legally and help adhere to regulations.
- [Behavioral Theory of Leadership: How to Be a Better Leader](https://www.process.st/behavioral-theory-of-leadership/) - Learn what kind of leader you are and how to be a better one with this post!
- [Social Cognition and How to Spot a Fraudster](https://www.process.st/social-cognition/) - In experiment after experiment, the real-world human decision-making process falls outside of rational economic theory. Indeed, many of the decisions we make are completely irrational. Don’t take my word for it. Dr. Dan Ariely's book Predictably Irrational explores our irrationality and motivations in great detail. If you don’t want to read the book then I
- [9 Benefits of Business Process Management (BPM) and Why You'll Love It](https://www.process.st/benefits-of-bpm-business-process-management/) - The benefits of BPM - Business Process Management - are endless! But we have to start somewhere. Click to see our top 9 benefits of BPM to smash your targets!
- [A Complete Guide to Workplace Culture: What It Is and How to Make Yours Better](https://www.process.st/workplace-culture/) - A positive workplace culture increases rates of employee engagement, productivity, and happiness. Find out how to make your workplace culture better now.
- [42 Productivity Hacks to Work Harder, Better, Faster, Stronger](https://www.process.st/productivity-hacks/) - Productivity is extremely valuable - it's also pretty hard. This article will give you 42 productivity hacks to help you be more productive than ever before!
- [What is Fake Agile? Understanding the Dark Side of Agile and How to Avoid It](https://www.process.st/fake-agile/) - Agile is a buzzword. These days, everyone is "doing agile". Or so they say. Despite over 90% of senior executives stating agile adoption as a top priority, less than 10% actually consider their firm to be performing with a high level of agility. As much as people love to wear the badge of agile on
- [How to Build a Strong Company Culture for Your Remote Team](https://www.process.st/remote-team/) - This is a guest post by David Miller, a technical writer & edu-tech enthusiast currently pursuing research in project management software. You can find him on Twitter, or writing for the ProProfs Project. If I ask you to select a few colleagues in your company and take a survey of how well they understand their
- [17 Email Marketing Templates For An Effective Email Marketing Strategy](https://www.process.st/email-marketing-templates/) - $35 billion in sales is generated annually using email. For each ~$1 spent on a given email campaign, the Return On Investment equaled ~$38 in 2017. At Process Street, we know email is a popular, practical and powerful way to connect with people. When done right... This is why Process Street has created 17 Email Marketing
- [Cognitive Functions and Your Personality in the Workplace (Free MBTI Test!)](https://www.process.st/cognitive-functions/) - We all strive for a better understanding of ourselves and each other, in or out of the workplace. It doesn't matter what level of the organization you're at. Sometimes we want to communicate better, and develop social relations. Sometimes we want to understand how to work better, and more efficiently. Sometimes, you may simply have
- [What is TAM SAM SOM? How to Calculate and Use It in Your Business](https://www.process.st/tam-sam-som/) - How do you know how much money your business might make? How do you know how big your business could grow to in future? How do you explain all that to someone else in a way which makes sense? Well, a huge part of these kinds of calculations comes down to understanding your market. Who
- [Business Trip Security: What are the Risks for Traveling Employees?](https://www.process.st/business-trip-security/) - The following is a guest post by Alex Mitchell, a cybersecurity enthusiast, WordPress guru, and data-safety tools tester with over 10 years experience. Everybody knows the phrase, ‘Big Brother is watching.’ What often goes unsaid, though, is that Big Brother can be anyone, including the amateur hacker who happens to be staying at the same
- [5 Checklists to Help Life Coaches Transform Their Clients](https://www.process.st/life-coaches/) - Sometimes we all need a helping hand, whether it be choosing a meal at a restaurant or figuring out how to achieve our career ambitions. When it comes to life itself, well, most of us are never really sure if we are on the right track, especially in today’s world where opportunities are endless and
- [What is Employee Engagement and Why Is It Important? A Complete Guide](https://www.process.st/what-is-employee-engagement/) - What is employee engagement? The key to keeping your team happy, motivate and productive.
- [Career Coach: How Ari Meisel Does Career Coaching (5 Free Checklists)](https://www.process.st/career-coach/) - In this article we'll be looking at career coaching and, more specifically, how career coach Ari Meisel does it. It does feel a disservice, however, to say Meisel is only a career coach. He's also an author, speaker, podcast creator, productivity coach, leadership coach, business coach, and entrepreneurial strategist. He's been featured in The Wall Street Journal,
- [Task Permissions: How to Create Secure, Flexible Processes](https://www.process.st/task-permissions/) - Yahoo! lost $350 million to their sale price after the reveal that a security breach had caused 3 billion accounts to be compromised. They learned the hard way that if you have sensitive data you'll also need measures to protect it. You need an easy way to secure your processes without providing extra hoops for your
- [Confronting an Employee? 11 Communication Mistakes Managers Make](https://www.process.st/confronting-an-employee/) - Jennifer Lockman graduated from UCLA majoring in Journalism. Now she works as a writer. Her expertise includes general education, e-learning, business, writing, and lifestyle. Being a manager often puts you in a difficult position. It isn’t always about smiling and cheering for your employees. It also means that you have to right the wrongs, and
- [22 Business Growth Lessons for Startups from SaaStr Europa](https://www.process.st/business-growth/) - Startup life is hard enough when you're trying to get a product off the ground. But the challenge doesn't stop at your first investment round. The growth stage of a startup is where a whole load more are likely to flounder. You've made big promises to your investors and you're struggling to meet those targets
- [How to Automate User Onboarding with Customer Education](https://www.process.st/customer-education/) - Onboarding the foundation of your relationship with new users, so you need to get it right. Learn how you can automate user onboarding with customer education!
- [The 11 Efficiency Killers in Your Workplace That You Should Know About](https://www.process.st/efficiency-killers/) - The following is a guest post by Eric Lawton. Eric has been part of the Human Resources sector for most of his career. During this period, he has learnt how to create and tweak hiring strategies to choose specific industries and companies. These days, he prefers to share his experience and knowledge with other people in
- [How To Create A Newsletter: Top 20 Newsletter Templates For Your Business](https://www.process.st/newsletter-templates/) - When presented with state-of-the-art SEO methods and swish social media platforms, it is easy to dismiss newsletters from your marketing strategy. But what if I told you, by doing so, you are missing out financially? 66% of email marketing involves newsletters. This makes newsletters the top email marketing method. Keep that statistic in mind, as
- [What Is ISO 31000? Getting Started with Risk Management](https://www.process.st/iso-31000/) - We analyze and manage risks every day. From crossing the street, correctly preparing food, fastening seat belts, to coordinating a journey via public transit. Each of these is an example of a risk management process happening in our heads; sometimes the result of “common sense”, sometimes these decisions are made unconsciously. When it comes to
- [The Maturity Model World: Everything You Need to Know](https://www.process.st/maturity-model/) - Understanding what a maturity model is and how it looks in your company is an incredibly useful business tool. Here's what you need to know
- [CX Design: How to Craft & Deliver Excellent Customer Experiences](https://www.process.st/cx-design/) - It's no secret that attracting, satisfying, and retaining customers is becoming increasingly challenging. The sheer amount of choice and demand for fast, flawless service demands businesses to formulate and execute effective ways to deliver excellent customer experiences. Without acknowledging the importance of the customer experience at every touchpoint, companies miss out on great opportunities to
- [How Having A To-Do List Can Potentially Sabotage Your Productivity (And Ways To Do It Right)](https://www.process.st/to-do-list-tips/) - The following is a guest post by Jay Lieu who runs Great Big Minds. In his blog, he shares life-changing inspirational content with the world. He lives to empower, inspire and motivate others to live life great and go after their passion. You can connect and learn more about him here. We live in a hyper-connected
- [What Are Bug Bounties? The Top 20 Bounty Lists and Why They're Useful for Companies](https://www.process.st/bug-bounties/) - Hacking is constantly misunderstood in pop culture. From an 11-year-old crashing Wall Street and flying through 3D landscapes in Hackers to “hacking” an entire city in Watch Dogs, it’s easy to see why it’s seen as an extreme and dangerous hobby to have. In reality, there are plenty of “white-hat” (well-intentioned) hackers who help companies
- [Project vs Process: What's the Best Form of Management for Me?](https://www.process.st/project-vs-process/) - Projects and processes are closely related concepts but they are very different. We explore when you need to project vs process to manage your work.
- [How To Write Follow Up Emails: Templates, Processes, and Guides](https://www.process.st/follow-up-email/) - In 2018, we saw more than 3.8 billion email users worldwide. 3.8 billion and increasing. That is almost half the worlds population on email. From this statistic, Process Street gives to you both good news and bad news. The good news is that you have a fantastic method to communicate with your customers. The bad
- [Gap Analysis: How to Bridge the Gap Between Performance and Potential](https://www.process.st/gap-analysis/) - If you want to grow your business, you need to know how to allocate your resources to make it happen. How do you figure out the steps you need to take, or the processes you need to implement to make it happen? You conduct a gap analysis. Simply put, the gap analysis is a tool
- [Self-Service Vs. Customer Support: Which is the Best Customer Engagement Strategy?](https://www.process.st/customer-engagement-strategy/) - Self-service knowledge base, chat bots, voice calls - there are many ways to augment your customer engagement strategy, but they all strive to the same outcome: improving the customer experience
- [Digital Consumer Psychology: How to Acquire Loyal Customers for Your Startup](https://www.process.st/digital-consumer-psychology/) - The following is a guest post by Saibu Baba, a blogger, content writer, and digital marketer who writes about social media management and content creation, alongside fintech and blockchain. Where do you see yourself in 5 to 10 years? Directed at startup founders and teams, this question is interpreted very differently depending on who you are
- [7 Reasons Why Social Selling Is A Must For Every Salesperson](https://www.process.st/social-selling/) - The following is a guest post by Deepti Jain, an engineering student who has a knack for writing and is currently working at AeroLeads as a content writer. Social Selling is a buzzword these days. I doubt it surprises people anymore given how huge social media is. I don’t think people realize just how big
- [13 Top B2B Review Sites to Uncover What Customers Really Think](https://www.process.st/review-sites/) - One of the most important things when running your business is understanding how your customers feel about your service. We all know that it's tough to gather all the feedback you would like. You're more likely to talk to customers in your support channels when they experience an issue, but that doesn't always give you
- [8 Free Templates to Improve Diversity in the Workplace](https://www.process.st/diversity-in-the-workplace/) - Want diversity to thrive in your organization? Learn about and improve diversity in the workplace with these 8 free templates for HR employees.
- [Burnout: How I Beat It, and How You Can Too](https://www.process.st/burnout/) - "Push through this week and you can take it easy when things ease off." I've made the mistake of working up to and beyond the point of burnout. In my first few months with Process Street I worked so much that I almost quit through exhaustion. It shouldn't have to get that bad before we
- [Building an All-powerful Influencer Marketing Strategy](https://www.process.st/influencer-marketing-strategy/) - This is a guest post by Adlin Sherley, an enthusiastic writer specializing in social media marketing techniques. She has a healthy obsession with writing, reading and catching up with her friends. Her passion is to help people in all aspects of marketing through the content she provides. If you have a product, service or even
- [Top Startup Accelerators: The Road to Startup Acceleration (Free Infographic)](https://www.process.st/startup-accelerators/) - This is a guest post by Caitlin Reimers Brumme, Managing Director of MassChallenge Boston. Prior to MassChallenge, Caitlin led the Impact Collaboratory at the Harvard Business School, a multi-faceted effort to develop world class academic leadership on the topic of “Investing in the 21st Century” including sustainable, ESG and impact investing. Caitlin holds an MBA
- [How To Use Word-Of-Mouth to Stand Out in Crowded Industries: 5 Success Stories](https://www.process.st/word-of-mouth-marketing/) - Friends trust friends more than they trust you. Word of mouth marketing is your ticket to leveraging that for your company's benefit.
- [5 Major Business Process Automation Benefits You Should Know About](https://www.process.st/business-process-automation-benefits/) - The following is a guest post by Billy Lucas. Billy is a passionate blogger sharing business tips on behalf of EngageBay. He writes primarily on SEO, email marketing, CRM, marketing automation and covers the entire gamut of marketing. Every business wants to get the most out of its resources. Apart from making more profit, companies constantly
- [How to Assign Tasks Dynamically: Role Assignments in Process Street](https://www.process.st/role-assignments/) - Assigning team members to their tasks is a duty which is as vital as it is tedious. Everyone pretty much knows what they should be doing, so there's no need to directly assign them to everything when you could be spending time on more important tasks, right? Wrong. Human error (of which memory plays a
- [4 Actionable Steps to Increase Your Business Agility](https://www.process.st/business-agility/) - This is a guest post from Jessica Thiefels. Jessica specializes in link building, social media strategy and content strategy. You can find her at Jessica Thiefels Consulting or @JThiefels. While the term “business agility” can sound like just another buzzword, the idea behind this phrase can be key to the success and growth of your
- [Business Process Optimization: What, How, Why? (Free Templates)](https://www.process.st/process-optimization/) - Process optimization is about taking your existing processes and supercharging them to drive your team to excellence. Find out how!
- [7 Small Business Accounting Templates To Secure Business Success](https://www.process.st/small-business-accounting/) - Small business accounting processes are vital for business success. Process Street provides you with a free small business accounting template pack.
- [5 Buildium Checklists for Superior Management of Core Rental Processes](https://www.process.st/buildium-checklists/) - This is our third template pack composed of checklists that are designed to be worked through in conjunction with a specific property management tool. We did a pack for Appfolio, Propertyware, and now here are 5 checklist templates for property managers out there who use Buildium to help them run their business. Buildium is a powerful
- [Basics of Enterprise Risk Management (ERM): How to Get Started](https://www.process.st/enterprise-risk-management/) - Organizations exist to create value for their stakeholders. By setting objectives, developing strategies, following through and continuously improving processes, value is created. That's the ideal situation, at least. In reality, it's not always as simple as making a plan and sticking to it. There's always the risk that certain events could affect the success of
- [ISO 19011:2018 Basics (8 Free Management System Audit Checklists)](https://www.process.st/iso-19011/) - What exactly is an "audit"? The International Organization for Standardization defines it as: "[the] systematic, independent and documented process for obtaining objective evidence and evaluating it objectively to determine the extent to which the audit criteria are fulfilled." - ISO, from ISO 19011:2018 - Guidelines for Auditing Management Systems That's another way of saying someone
- [ISO 13485: Basics and How to Get Started (QMS for Medical Devices)](https://www.process.st/iso-13485/) - In today’s business world, owners are constantly grappling with concerns and surmounting obstacles, the least of which is actually staying afloat financially in what can be an unforgiving economy. However, the struggle to turn a profit pales in comparison to some of the harsher consequences of failing to comply with certain regulatory requirements. Take HRIS
- [10 Ways to Use Personalized Marketing to Boost Your SaaS Sales](https://www.process.st/personalized-marketing/) - This is a guest post from Emil Kristensen, CMO and co-founder of Sleeknote: a company that helps e-commerce brands engage their site visitors—without hurting the user experience. If you have a SaaS company but you’re not using personalized marketing, you’re missing out on one of the biggest opportunities to grow. The reason? SaaS companies are
- [5 Propertyware Checklists for Keeping Rental Processes Running Smoothly](https://www.process.st/propertyware-checklists/) - We recently released 5 checklist templates designed specifically to help Appfolio users manage a handful of core property management workflows more effectively. The following templates are a continuation of our effort to support property managers who are already using a software tool to manage their processes. This time we’ve customized the templates for Propertyware users,
- [Offboarding: How to Make the Most of Letting Employees Go](https://www.process.st/offboarding/) - Offboarding a team member is never easy. Relationships aside, the logistics of making sure that the ex-employee isn't a security risk, their old tasks are accounted for and covered, and that there will be someone to take their place (with the appropriate training) is a tall order to meet. That's why this post will show
- [5 Free ISO 14001 Checklist Templates for Environmental Management](https://www.process.st/iso-14001/) - Implementing an EMS, or any of the ISO 14000 standards used to be a confusing and intimidating process. What’s more, in the past, companies that wanted to conform to and implement standards for environmental and quality management systems would be faced with the task of building out huge, complex manuals, with lengthy processes for changing
- [ISO 26000 for Corporate Social Responsibility: How to Get Started](https://www.process.st/iso-26000/) - Organizations, including businesses, do not exist in a vacuum. Every organization is embedded in a wider web of societal, political, and environmental systems, that spans from smaller local networks to expansive and complex global systems. As IAG puts it: "Sustainability is neither a program nor an initiative, it’s considered simply good management." This statement recognizes
- [17 Reasons to Implement a BPMS for Your Business (Free Ebook)](https://www.process.st/bpms/) - This is a guest post from Mary Hampton is a content marketer, sharing experience on writing, education, and self-development in her publications. In her free time, she enjoys writing fiction as well as reading it. Businesses are constantly under pressure to stay ahead. This makes anything that can provide increased performance an important edge -
- [How to Create a Content Strategy That Works](https://www.process.st/content-strategy/) - How do you make sure you're producing the highest quality content for your blog or marketing campaigns? This post runs through the process for nailing the perfect content strategy.
- [Why HRMS is a Must-Have & How to Get Started](https://www.process.st/hrms/) - Human resource management systems (HRMS) are essential in the war for finding good talent. Here is what they are and how you can leverage them in your business.
- [What is Churn Rate? How to Calculate Customer Churn (Definition + Meaning)](https://www.process.st/churn-rate/) - When it comes to running a business, particularly a SaaS company, understanding churn is vital. There's a lot to cover, so let's cut straight to the chase. In this Process Street article, we'll look at: What is churn? How to calculate churn rate Churn examples: From Facebook to Twitter to HubSpot Why do customers churn?
- [The 11 Best Screen Sharing Apps (And How to Use Them)](https://www.process.st/screen-sharing/) - List of the best screen sharing apps and remote desktop tools for remote work, with price, features, and what they do best.
- [5 Reasons You Should Invest in Interactive Content](https://www.process.st/interactive-content/) - The following is a guest post from Etee Dubey, a full-time content marketer at Outgrow and part-time dreamer. In her free time, she catches up with her reading and often finds herself explaining the meaning of her eccentric name to people around her. Every ‘emerging marketing trends’ list has one thing in common- the dilemma
- [What is Customer Support? How to Improve Your Support Team (17 Free Processes)](https://www.process.st/customer-support/) - What is Customer Support? Learn the differences between customer success, support, and service. Also improve your team with these 17 free processes.
- [Key Takeaways from 5 Excellent Company Culture Examples](https://www.process.st/company-culture-examples/) - It is by no means easy for any organization to establish a strong identity. It takes excellent leadership from the get-go to clearly define values, goals, and objectives that stakeholders can stand by and employees feel motivated to forward with consistent high-quality performance. This is proving increasingly challenging for businesses as there is no clear
- [What is a Purchase Order Template? 5 Free Templates to Get Started](https://www.process.st/purchase-order-template/) - You’re here because you’re looking for a purchase order template to make your life easier. Well, here are 5 different templates in different formats which you could use: Purchase order template in Excel Purchase order template in Google Sheets Purchase order template in Word Purchase order template in Google Docs Purchase order template in PDF
- [Value Stream Mapping: How to Eliminate Waste in Your Processes](https://www.process.st/value-stream-mapping/) - It's no secret that documenting and analyzing your business processes is vital to creating a healthy business. Yet, despite the benefits of bpm software and business process mapping being readily talked about, value stream mapping doesn't get the same share of attention. This is a mistake. Value stream mapping is just as, if not more,
- [7 Key Tools for the Ultimate Paperless Office (Your Go-Paperless-Stack)](https://www.process.st/paperless-office/) - Whether you want to reduce your environmental impact, be more efficient, or reduce your expenses to Dunder Mifflin, going paperless is a really positive step forward for your business. Operating in a paperless office means all activity and work is recorded and can be easily found. It means you can send work over to other
- [A Simple Guide to Process Modeling & Optimization with UML Diagrams](https://www.process.st/uml-diagram/) - Unified Modeling Language (UML) is a way of visualizing a software program using a collection of diagrams. That is one of the simplest ways to define it. In equally simple terms, it is a modeling language used to analyze, design and implement software-based systems. However, UML diagrams can be applied to more than just software
- [All The Tools You Need To Set Up An Effective Link Building Campaign](https://www.process.st/link-building/) - Link building campaigns are hard without the right tools to help you succeed. These powerful tools cover everything from keywords to broken links!
- [The Straightforward Guide to Product Strategy (With Templates)](https://www.process.st/product-strategy/) - Building a solid product strategy is often thought of as a complex challenge and many companies fail to approach it systematically. Other teams sometimes operate with a lean methodology and think this excuses them from developing a strong product strategy to guide development. It doesn't. A solid product strategy is an important part of building
- [Lease Renewal Process: Why it's Important and How to Manage it More Effectively](https://www.process.st/lease-renewal/) - Lease renewals are a core workflow in property management that can be executed more effectively with simple workflow software.
- [The Ultimate Guide to Workflow Software Integration in Property Management](https://www.process.st/property-management/) - Property management firms are beginning to place a greater focus on improving business efficiency by integrating workflow software as it enables them to deliver their clients a superior service
- [9 Top Workplace Team Chat Apps for Effective Team Communication in 2023](https://www.process.st/team-chat-apps/) - This is a guest post from Mile Živković, a content writer and work-life balance expert at Chanty – a simple and AI-powered Slack alternative. When Mile isn't busy writing epic posts on productivity, work-life balance and time management for Chanty blog, he's probably driving somewhere. His hobbies include cars (huge fan of Alfa Romeo), photography
- [8 Hotel Management Processes to Deliver a ⭐5 Star⭐ Experience](https://www.process.st/hotel-management/) - 6.33 billion dollars is the value of 2018’s leading hotel brand worldwide. Let's take a moment to visualize that. If you stacked one billion, one dollar bills, your money tower would expand approximately 644 meters into the sky. To confirm then, 6.33 billion dollars is a lot of money. Here at Process Street, we have
- [Prioritization Matrix 101: What, How & Why? (Free Template)](https://www.process.st/prioritization-matrix/) - Prioritizing your tasks and projects can be hard - that's why prioritization matrix is there to make it easier. Free template included!
- [Improve Organization with 5S: The Theory Behind Marie Kondo](https://www.process.st/5s/) - Marie Kondo has been a bit of a Netflix phenomenon. For those not familiar, she ventures into untidy cluttered homes and encourages people to get rid of the things they don't need. It's a pretty simple base concept, in all honesty. But the show has caught on thanks to a cutesy approach of seeing deeper
- [What is an ISO Audit? Free ISO 9000 Self-Audit Checklist (ISO 9004:2018)](https://www.process.st/iso-audit/) - Before we dive into the world of ISO audits, if you’re savvy on ISO audits and are just here for a complete, actionable, and totally free ISO 9004:2018 self-audit checklist, you can grab that here:  Otherwise, read on. What is an ISO audit? An audit in the context of ISO standards is the process
- [DIY Websites: Everything You Need to Know to Build Your Own Website Today](https://www.process.st/diy-websites/) - When you want to do it yourself, you need a DIY website builder. Check out our tips and tricks for getting the beautiful website you've always dreamed of.
- [What is Digital Process Automation? The Essential BPM Evolution](https://www.process.st/digital-process-automation/) - Digital process automation is one in a long list of terms that seems like jargon until you realise just how vital it is to running a successful team. It's all about getting rid of the work you shouldn't have to do. Specifically, it's about automating those tasks in order to improve your customers' experience and
- [5 AppFolio Checklists for Core Property Management Workflows](https://www.process.st/appfolio-checklists/) - Firstly, I should clarify that these are not checklists created by Appfolio, as the title may suggest. They are, rather, checklists created by the team here at Process Street (with some help from customers) that are designed to be used by property management firms who use Appfolio. Appfolio is one of the most popular property
- [SWOT Analysis Template: What, How, & Why? (Free Template)](https://www.process.st/swot-analysis-template/) - SWOT: Whether or not the acronym conjures images of riot gear and armored vehicles for you, we are of course talking about a business methodology for evaluating the internal and external factors governing the performance of your business. SWOT stands for Strengths, Weaknesses, Opportunities, Threats. A SWOT analysis is a way of evaluating a part
- [What is ISO 14000? EMS Basics & Implementation (Environmental Management)](https://www.process.st/iso-14000/) - ISO 14000: How you can improve your bottom line AND tackle climate change with this family of standards for environmental awareness and business sustainability.
- [Outlook Add-ins for Sales: How to Best Convert Prospects into Customers](https://www.process.st/outlook-add-ins/) - Outlook can be supercharged with Outlook Add-ins. Check out our top recommendations for Add-ins to boost your sales!
- [What are Low-Code Platforms? How to Pick the Best Development for Your Business](https://www.process.st/low-code/) - If you have a problem, it’s in your best interest to ensure that trying to solve that problem doesn’t end up causing more problems. This is a good way to think about low-code development platforms. Each business has its own set of tools for solving problems and getting things done, and for the most part,
- [Nudge Theory: How to Influence Decisions Without Ads](https://www.process.st/nudge-theory/) - We've all felt overwhelmed by advertisements and burned out by peer pressure. Most of us also want to influence people's decisions to try and get a certain outcome. That's where nudge theory comes in. Less intrusive than advertising and so widely applicable that it's seen implementation in everything from architecture to politics and charity drives,
- [Agile Marketing: What It Is, How to Use It and Why You Need It](https://www.process.st/agile-marketing/) - “Agile marketing” isn't a useless jargon term or some kind of crutch. It's the driving force behind how our team is able to write 24 posts per month while onboarding employees, working on product launches, and much, much more. It's also not nearly as intimidating as it might first seem. It's all about applying the
- [The Exit Interview Process: How to Get It Right Every Time](https://www.process.st/exit-interview/) - When an employee has decided to part ways with your company, they are simultaneously opening a window of opportunity for you, as the employer, to gain valuable insight into why they have decided to move on, what went wrong (if anything), and what can be done in the workplace to improve retention and company culture.
- [How to Make an Omnichannel Business: 5 Killer Examples](https://www.process.st/omnichannel/) - "We're here for YOU", the sign in front of me mocked as I waited my 22nd minute in line at the local store. We could all hear the staff chatting in a back room (a team-wide "lunch break"), discussing the weather while the rest of us silently fumed. It's horrible when a business doesn't put
- [Agile ISO: How to Combine Compliance with Rapid Process Improvement](https://www.process.st/agile-iso/) - ISO standards can be confusing and intimidating. However, with the 2015 updates, it really shouldn't be that scary. In the past, conforming to ISO meant huge manuals and a lengthy process to change how tasks were approached. Now, there is increased flexibility and the opportunity to utilize software to speed up your systems and make
- [Learn How to Sell: Sales Basics With Champion Jeffrey Gitomer](https://www.process.st/learn-how-to-sell/) - Being able to sell is a skill. You know this if you've ever tried working in sales. My first efforts working in a sales capacity were slow. There were no management structures in place in that small startup to support me, train me, or guide me. I was going it solo. There was a lot
- [How to Write an Effective Policy & Procedure Template](https://www.process.st/policy-and-procedure-template/) - Policy and procedure templates need to be robust and actionable! This article covers improving SOPs with BPM and usability. Plus, you get a free SOP template!
- [What is a Quality Management System? The Key to ISO 9000](https://www.process.st/quality-management-system/) - What do Three Mile Island, the Hubble Telescope, and the Ford Pinto have in common? They all had fatal flaws caused by their substandard quality management systems. While most failures that could be solved with a thorough QMS don't result in a combined $3.9 billion in damages and 180 deaths, it's impossible to argue that
- [3 Steps to Cultivate an Inclusive Workplace in a Conflicted World](https://www.process.st/inclusive-workplace/) - In this Process Street article we cover the three key steps to build an inclusive workplace in your business - and how you can make everyone feel valued!
- [Mastering workflows: A comprehensive Guide With 10 Real-life Workflow Examples](https://www.process.st/workflow-examples/) - Want to use workflows but don't know where to start? These workflow examples will help you organize your team and smash your targets.
- [The Best Workflow Management Software: Everything You Need to Know](https://www.process.st/workflow-management/) - This is not just another blog post on workflow software, describing what it is and why it's important. Nevertheless, I will quickly mention for those of you who doubt its importance, that the global market size of workflow management systems is estimated to grow at a staggering rate of 23% from 2016 to 2021, shooting
- [21 Best Business Podcasts: Process Street Team Picks](https://www.process.st/best-business-podcasts/) - Podcasts are like hacks for your everyday life. They allow you to passively improve your knowledge and gain valuable insight into almost any topic you could imagine, whilst doing pretty much anything. All of that time spent walking to the store, commuting to work, preparing a meal, working out; it’s all time you could be
- [5 Great Ways to Involve Your Employees in Process Design](https://www.process.st/process-design/) - Finding effective ways to engage your employees in decision-making processes has become a priority for most organizations in recent years. Why? Because numerous research studies clearly indicate that involving your employees in how things get done improves morale, which in turn positively impacts productivity, loyalty, and pretty much everything else that enables a business to
- [How to Support €38.8 Billion Revenue: Tips from IKEA's Supply Chain](https://www.process.st/ikea-supply-chain/) - You can't earn €38.8 billion in annual revenue by stumbling through your processes. Specifically, the IKEA supply chain is the glue that holds the company together and allows them to flourish. From their suppliers through to the product in-store, the supply chain is set up and managed in a way that reduces costs at every
- [Inbox Zero: How to Manage Your Inbox in Record Time](https://www.process.st/inbox-zero/) - We've all been there. A letter icon on your phone has a five-digit number in the top corner and your apprehension at tackling it grows stronger every day. You're drowning in emails. “In 1993 I didn't need a system for doing email... and yet, today, I feel like the only way you're going to succeed
- [Writing a Creative Brief that Works for You and Your Team](https://www.process.st/creative-brief/) - Data shows that creative design is reshaping products, portfolios, and industry standards at more than 70% of companies. If creative design is so important, doesn’t it also make sense to invest time and money on writing a good creative brief? Before the actual work of designing an infographic, launching a PPC campaign, or even beginning
- [Content Creation Workflows: Why You Need One and How to Build It](https://www.process.st/content-creation-workflow/) - When creating content, it's easy to think you should just make it and publish it. Simple. But your content will not be highly effective if that's your outlook - even if the substance of your content is brilliant! Creating content - blogs, infographics, videos, podcasts - creates an opportunity for you to connect with your
- [Top 10 Business Processes: Our List of Greatest Hits](https://www.process.st/top-10-business-processes/) - Some processes are simply essential to running any kind of business. These are our top 10 business processes, the greatest hits.
- [What is Omnichannel Marketing? How to Use It for Ecommerce](https://www.process.st/omnichannel-marketing/) - In this post we break down what omnichannel marketing is and how you can use it to boost your ecommerce. Including 17 free ecommerce process templates.
- [8 Smartsheet Alternatives for Superb Project Management in 2019](https://www.process.st/smartsheet-alternatives/) - The Smartsheet platform provides exactly what the name suggests – smart sheets. It is modeled around the classic Microsoft Excel spreadsheet, enriching its capabilities with powerful collaboration features and integrations. In addition to providing effective collaboration tools, Smartsheet’s user interface is relatively simple, which has earned it a solid reputation as a good project management
- [Our Best Workflow Software List 2023](https://www.process.st/best-workflow-software-list/) - This article takes a look at a variety of workflow management software and breaks down key features to look out for when deciding which software is the best fit for your business.
- [A Practical Guide to Increase Productivity with Process Mapping](https://www.process.st/process-mapping/) - Process mapping is a useful tool for what can be summed up as “seeing the big picture and little pictures at the same time”. That may sound silly to you, but that’s really what it is. The primary benefit achieved from mapping out your business processes is that you can accurately evaluate each of the
- [Real Estate Software: Evaluating The Best Ways to Automate Your Processes](https://www.process.st/real-estate-software/) - The real estate market is known to require a significant level of human interaction, but to what extent is the human touch really necessary for delivering a high-quality service for each and every customer? The human-intensive nature of real estate creates a large margin for human error. Poor lead management, documentation, appointment coordination, tenant screening,
- [iOS 12: Shortcuts, Siri & Zapier - 10 Awesome Automation Ideas](https://www.process.st/ios-shortcuts/) - Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate? Or, picture this: you easily
- [6 Powerful PPC Management Checklists to Run Paid Ads](https://www.process.st/ppc-management/) - PPC has become one of the most profitable customer acquisition methods for businesses. With the massive audience reach available through giants like Google and Facebook, this only makes sense. However, not having a strong PPC management process could be dramatically impacting your managed campaigns' ROI. It can take months and countless hours to put together
- [Airtable vs Trello: The Best of Task and Project Management](https://www.process.st/airtable-vs-trello/) - Airtable vs Trello - which is better? Find out with this full comparison using our team's 7+ years of experience with both of these workflow BPM tools!
- [How Business Process Testing Can Make Your Team Work Better](https://www.process.st/business-process-testing/) - Business process testing seeks to verify the end-to-end business processes. Learn what BPT is as well as how to implement it.
- [Implementing Processes: How to Boost Success Rate by 70%](https://www.process.st/implementing-processes/) - On September 23, 1999, NASA's $193 million Mars Climate Orbiter was obliterated 57km above the surface of Mars. What caused such a catastrophic event? Badly implemented processes. "The problem here was not the error; it was the failure of NASA's systems engineering, and the checks and balances in our processes, to detect the error. That's
- [6 Tips to Remotely Manage a Team Better than Most Offices](https://www.process.st/remotely-manage/) - Remote teams can be a nightmare to manage. The distance (and potential time zones) between each team member mean that everyone has to be trusted to work on their own without constant supervision. To successfully do that, they need to have as few roadblocks as possible. To remotely manage a team effectively you need to
- [7 Ways to Use Dynamic Due Dates For Enhanced Process Flexibility](https://www.process.st/dynamic-due-dates/) - You’ve just closed a major deal. It’s taken months of hard work to successfully convey the value of your product and negotiate a solid agreement. The sales team are pumped, managers have a big smile on their faces, and the customer success team are readying themselves to take on a high-value customer. Ensuring a smooth
- [How to Write Faster Without Losing Quality (Or Going Insane)](https://www.process.st/how-to-write-faster/) - I meet so many people who love writing. Whenever anyone asks me what I do and they find out I’m a writer, they almost always say some variant of the same thing: “Oh, I would love to write more!” “I wish I could do that - but I just don’t have time” “I’ve been meaning
- [What is Runbook Automation? Process Clarity for More Than Just IT](https://www.process.st/runbook-automation/) - We all know processes are important. Having a clear set of processes or procedures for repetitive or recurring tasks is a crucial way to make sure your output is the best it can be every time. Those set game plans for how to approach a task can also help you to improve the way you
- [9 Tips to Improve Sales Process Adoption in Your Organization](https://www.process.st/sales-process-adoption/) - We all enjoy coming up with solutions. Unfortunately, if the solution needs to be internalized by a group of people to improve team execution, it can be a frustrating and time-consuming effort to get everyone on board. Let’s say you have clearly identified that a process inefficiency is causing a bottleneck in sales productivity, and
- [Process Street Best Practices: How to Name Your Form Fields](https://www.process.st/form-fields/) - There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes. Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount
- [Choosing a Lean Software Stack: How to Avoid Multiple Systems Chaos](https://www.process.st/software-stack/) - We all depend on technology to solve the majority of the problems we face each day. For business owners, this is perhaps more true than for anyone else. A recent study indicates that almost 48% of business owners believe that being able to run their business with mobile device was of high importance to them.
- [Productivity Software for Beginners: The Ultimate Stack](https://www.process.st/productivity-software/) - It's easy to fall prey to the pursuit of productivity. All too often we're too preoccupied with finding the "perfect" productivity software to see that we're wasting time doing it. "If you spend too much time thinking about a thing, you’ll never get it done" - Bruce Lee, 30 Productivity Quotes I Wish I Knew 10
- [Freelance Tips: How to Use Processes to Stay Productive](https://www.process.st/freelance-tips/) - “How did I forget to follow up with that client?” There was a time when I used to think that as another golden opportunity passed me by. It’s tough enough being a freelancer and having to both find clients and secure them in such a competitive scene without adding human error into the mix. Nowadays,
- [14 Essential Workflow System Features to Make Your Team Into Superstars](https://www.process.st/workflow-system-features/) - Don't let your workflow system features drag you down - check out this list of 14 essential features to see what your platform needs.
- [Why You Should Unleash Team Collaboration and How to Do It](https://www.process.st/team-collaboration/) - Team collaboration is vital to keep your business running smoothly. It can allow employees to work remotely and be so much happier! We explore how to do it.
- [5 Online Collaboration Tools That Glue Our Marketing Team Together](https://www.process.st/online-collaboration-tools/) - The days of a business being run on email and local spreadsheets are long gone. No more sending over files, losing data and waiting for hours to hear back from a co-worker. Thanks to SaaS apps, the team here at Process Street are able to efficiently collaborate and consistently create a high volume of quality
- [6 Tasks We Automate to Make More Time for Work That Matters](https://www.process.st/automate-tasks/) - Automation is on everyone’s lips right now. And for good reason. Deciding to automate tasks in your workflow can free you to focus on the things you want to be doing - the things which really create value for your business. According to a report from McKinsey, Four Fundamentals of Workplace Automation, 15% of the
- [How to Build a Better Purchase Order Workflow with Process Street](https://www.process.st/purchase-order-workflow/) - The importance of efficient purchase order management Effectively managing purchase orders is a critical component of any business with vendor relationships. And yet, according to the founder & COO of Procurify, Kenneth Loi: "Many organizations unwisely forego purchase orders because they perceive the paperwork to be a hassle that slows things down." He’s right. Paperwork
- [The Best Digital Signature Tools, Integrations, and Workflows](https://www.process.st/digital-signature/) - Gone are the days where signing contracts involved figuring out how to connect to a printer, scanner, or photocopier. And don't get me started on fax machines. Now we live in a glorious new world of rapid digital signature workflows. There are many kinds of digital signatures. Some may think of the high-tech encrypted keys
- [Bullet Journal Ideas to Create Routines for Work and Life](https://www.process.st/bullet-journal-ideas/) - Bullet journals are an amazing way to boost your organization and productivity, and to just de-clutter your mind. Using bullet journaling can really help when it comes to reducing stress, being more efficient, and generally getting more done. I've been bullet journaling for a while now and I want to share with you how I've
- [Waterfall vs Agile: Which Methodology Is Right For You?](https://www.process.st/waterfall-vs-agile/) - The following is a guest post by Uwe Dreissigacker. Uwe is the Founder of online invoicing software InvoiceBerry. InvoiceBerry helps small business owners and freelancers to create professional looking invoices, get paid online and keep track of unpaid invoices. In his free time, Uwe travels a lot, explores new cultures and loves trying new spicy dishes.
- [Automate Your Exception Reports: It's Easy, Here's How](https://www.process.st/exception-reports/) - Part of the reality of trying to manage operations in organizations of any size, is understanding that sometimes things go wrong. In an ideal world, we don't want anything to go wrong. We want our processes to run smoothly and all tasks to be easily completed. But that isn't just something which happens. It is,
- [10 Simple Tips to Boost Work Motivation and Stay Productive All Day](https://www.process.st/work-motivation/) - Everybody has good and bad days - the trick to being successful is making sure that you’re consistently motivated enough to keep the bad days to a minimum. Without motivation it’s not only difficult to do as much work as usual, but even starting a new task becomes a herculean effort. If you can get
- [13 Web Design Process Templates to Make Every Design Amazing](https://www.process.st/web-design-process/) - Web design is more than how something looks. It dictates everything from your audience's initial impressions to how easily they can navigate your site, and can be easily messed up entirely if you don't have the right processes to prevent mistakes and remember key tasks. That's why we've collected this pack of web design process
- [How to Create and Organize The Perfect Process Library (Free Templates)](https://www.process.st/process-library/) - Processes are all the rage right now, and we're very pleased to be leading the charge in making processes agile and actionable for organizations of all shapes and sizes. We've written countless pieces about creating a process, writing standard operating procedures, or building business systems. But sometimes we're guilty of assuming that having a process
- [UML Tutorial: How to Model any Process or Structure in Your Business](https://www.process.st/uml-tutorial/) - Universal Modeling Language (UML) is a way of visualizing a software program using a collection of diagrams. That is perhaps the simplest way to define it. If you’re looking for a full-winded definition, here it is: "The Unified Modeling Language (UML) was created to forge a common, semantically and syntactically rich visual modeling language for
- [Why You Need Customer Service Processes, and How to Get Started Now](https://www.process.st/customer-service-processes/) - This guide is for anyone who wants to get started with customer service processes. We'll show you all you need to createeffective SOPs today.
- [The Full Stack Marketer Guide: What They Are and How to Be One](https://www.process.st/full-stack-marketer/) - Read this post to find out what a full stack marketer is, why you might need one, and how to become one.
- [Digital Democracy: Improving Communication and Trust in Your Business](https://www.process.st/digital-democracy/) - In this article, we look at the role democracy can play in the workplace, and focus on how technology can improve digital democracy.
- [6 Desk Yoga Techniques to Feel Better and Live Longer](https://www.process.st/desk-yoga/) - Office work isn't just monotonous - it's outright deadly if you don't take steps to combat the fatigue that sitting brings. When sitting for half the day approximately doubles the risk of diabetes and heart problems, you need to do something about the time you spend working. That's where desk yoga comes in. “Approximately 3.2
- [Marketing Process Toolkit: 10 Checklists to Crush Your Competition](https://www.process.st/marketing-process/) - Have you considered that your marketing process could be broken? Marketing is the engine of growth driving your business, and making sure this engine is well-oiled and optimized for maximum efficiency goes without saying. Your marketing plan must be well-organized, robustly structured, and efficient. For this to be true, you need to begin with the
- [Machine Learning Marketing Uses: How to Enhance Analytics and Win Jeopardy](https://www.process.st/machine-learning-marketing/) - The best techniques and technology in the world won't help you if you don't know how to use them. Annoyingly, with it being so new, it's hard to tell what machine learning marketing use cases there are to base your efforts on. In other fields, the breakthrough tech is being used in medical diagnoses, spam
- [What is Digital Ethics?: 10 Key Issues Which Will Shape Our Future](https://www.process.st/digital-ethics/) - We now have the world in our pockets. Our TVs are smart. Our cars soon to be driverless. We live in the tech futures of 1970s futurists, or at least partly. Along with predictions of technological development came ideas of utopias and dystopias. The technology we craft creates new use cases, opportunities, and dangers. The
- [8 Account Management Checklists for Long-Term Customer Success](https://www.process.st/account-management/) - Retaining valuable customers is a necessity In one of her hit songs, Adele famously sings the words “Sometimes it lasts in love, but sometimes it hurts instead”. Minus the sentimental value, this also applies to the world of business. It is a simple reality that customers come and go and sometimes there is nothing you
- [Process Flexibility: 4 Key Approaches and How to Use Them](https://www.process.st/process-flexibility/) - In this Process Street article, we look at the crucially important concept of process flexibility and explore 4 ways you can use it in your business!
- [How Was Linux Created? The Processes Behind Managing 13,500 Developers](https://www.process.st/how-was-linux-created/) - You have probably used Linux today -- especially if you don't have an iPhone. And if you browsed the web today, there's a big chance that the website you visited was served by Linux, too. Linux is an operating system, but unlike software like Microsoft Windows and macOS, Linux was developed by a self-organized community
- [Purchase Requisition: How to Get Finance to Buy You New Software](https://www.process.st/purchase-requisition/) - Modern business is a fast paced game and there are always new ways you can discover to improve your operations and output. One of the easiest and simplest ways to improve the day to day running of your business is to supply your team with better tools. With the array of modern SaaS products available
- [The E Myth Summary: How to Create a Business That Won't Fail Immediately](https://www.process.st/e-myth-summary/) - Michael Gerber's The E Myth Summary offers business advice in action. From Facebook to Zenefits, see how his advice shows how to create a successful business.
- [How to Get Inspired and Have Killer Ideas Without Trying](https://www.process.st/how-to-get-inspired/) - We've all had those days. No matter how hard you try, you can't focus. Everything is harder than usual and heaven forbid anyone needs you to be creative. It's demoralizing, stressful, and makes you incredibly inefficient. That's why it's important to know how to get inspired. A word of warning, however, as this post will
- [The 31 Best Marketing Books to Understand and Reach Your Customers](https://www.process.st/best-marketing-books/) - Marketing is such a vital part of how we do business. So many of us do marketing-related roles, yet how many of us have really read up on the fundamentals? Not enough. That's why we're going to look at some texts from across the marketing field which can help sure up our knowledge. From advertising
- [Audience Engagement: How to Know If People Like You](https://www.process.st/audience-engagement/) - How do you know that your audience likes what you're doing? Are they interested in what you're saying and getting involved in the ways that you want them to be? To know that, you need to be tracking your audience engagement. To help you do that, we here at Process Street have broken down the
- [24 Call to Action Examples in Detail: How to Inspire Action](https://www.process.st/call-to-action-examples/) - Read this post for a full breakdown of 24 call to action examples. Learn why they work, what they achieve, and how to make the most of your own.
- [Polyphasic Sleep: When Productivity Becomes Madness](https://www.process.st/polyphasic-sleep/) - It sounds like a miracle pill or silver bullet. Polyphasic sleep. How to rest for two hours a day with no ill effects. Imagine everything you could get done with that free time! No more rushing for work deadlines, wishing you could read that book that's been haunting your bag for a year, or trying
- [What is a Customer Support Engineer? And How to Know if You Need One](https://www.process.st/customer-support-engineer/) - There are so many layers to a modern support team. Some companies will have countless reps working hard each day to champion the customer and empower them to do what they need to do. On top of that, you might have members of the support team who double up as part of the product design
- [What I Learned Evolving My Startup's Team Structure (Featuring Lego)](https://www.process.st/startup-team-structure/) - The following is a guest post from Brett Farmiloe. Brett is the CEO of digital marketing company, Markitors, and advisor to career resource, Organizational Leadership Degrees. He is a regular contributor to Huffington Post and Forbes, and also enjoys tending his backyard vegetable patch. Workplace structure. What popped into your mind after reading those words? A
- [Value Statement: Defining the Heart of Your Company](https://www.process.st/value-statement/) - A value statement is a statement of what your company is, what it stands for, and what everyone can expect from it. This is how to put together a great one.
- [An Introduction to Blockchain: The Potential for Process Management and Beyond](https://www.process.st/introduction-to-blockchain/) - Bitcoin, Cryptocurrencies, Blockchain. Together, these various buzzwords form a distributed ledger of hype! The potential for a new decentralized world has led investors, writers, bankers, entrepreneurs and more to herald various versions and aspects of this new technology as representing the future of humanity. A World Economic Forum survey even suggested that 10% of global
- [How to Make Software Rollout Easier for You and Your Team](https://www.process.st/software-rollout/) - The following is a guest post from Ryan Gould, Vice President of Strategy and Marketing Services at Elevation Marketing. An expert search, social and content marketer, Ryan leads Elevation Marketing's digital strategy department, helping brands achieve their business goals, such as improving sales and market share, by developing integrated marketing strategies distinguished by research, storytelling,
- [Kaizen: How to Deploy Continuous Improvement to Rocket Your Success](https://www.process.st/kaizen/) - We always seem to be caught up in a never-ending mission to make our businesses better. You have to ride out crises, fight through external problems, and still improve your performance week on week, quarter on quarter, year on year. So how do we approach this improvement to get the most from it? The key
- [What is the Accounting Cycle? How to Manage Workflows in Accounting](https://www.process.st/accounting-cycle/) - Here at Process Street, we're always talking about the importance of workflows. Workflows help you define what work you do and the order in which you do it. According to the Powering Productivity report from Planview, poor processes and workflows are the number 1 cause of inefficiencies in organizations. Plus, the Chaos Theory report from
- [8 Office Management Checklists for Astounding Operational Efficiency](https://www.process.st/legal-guide-for-bloggers/) - Can you afford to pay $8000+ for using an image in one of your blog posts? If not (or if you'd rather use images for free) then you need to know the laws surrounding blogging. It's easy to fall prey to copyright and disclosure issues if you haven't read a legal guide for bloggers, and so
- [16 Office Exercises: How to Stay Healthy Without Looking the Fool](https://www.process.st/office-exercises/) - “I don't have time to exercise. I can't do it at the office, and I'll look like an idiot if I do.” I was wrong. Office exercises don't have to be complicated, long, or hard to do. You don't even need any special equipment, and most can even be performed sitting down. That's something I
- [5 Tips to Maintain a Creative Mindset Under Pressure](https://www.process.st/creative-mindset/) - Maintaining a creative mindset is damn hard. The fear of burnout is enough to sap anyone's energy. When it strikes, it's hard to imagine recovering from it. Projects that start with inspiration can derail at the slightest hurdle, leaving you drained and wanting to give up. You might even start to think that you've lost
- [Don't Micromanage! It Destroys Your Team. Do This Instead](https://www.process.st/micromanage/) - It's tempting to micromanage, but doing so will cause major problems. This article will help you see why. You'll also discover a much better alternative!
- [Why Google's Onboarding Process Works 25% Better Than Everyone Else's](https://www.process.st/onboarding-process/) - Read on to see why Google's onboarding process is 25% better than anyone else's, and how to apply the same principles yourself.
- [3 Ways to Optimize Your Marketing Workflow (From Personal Experience)](https://www.process.st/marketing-workflow/) - The following is a guest post from Reuben Yonatan. Reuben is the founder of GetVoIP – an industry-leading business comparison guide that helps companies understand and choose a VoIP system for their specific needs. Follow him on Twitter, @ReubenYonatan. We at GetVoIP have gone through a lot to get to the point we’re at today.
- [4 Things SaaS Companies Need to Know About Regulatory Compliance](https://www.process.st/regulatory-compliance/) - The following is a guest post submission from Nathan Sykes. Nathan is the founder of Finding an Outlet, a site dedicated to the latest in B2B IT news and trends. Follow him on Twitter @nathansykestech to read his latest articles. As cloud-based solutions, like SaaS and remote technologies, become more prevalent than ever we're starting
- [The Ultimate Password Manager: 1Password vs LastPass vs KeePass vs RoboForm](https://www.process.st/1password-vs-lastpass/) - Staying safe and secure online has always been important but now more and more people are waking up to the fact that we need to take extra steps to protect our various accounts. Banking online. Shopping online. Communicating online. Running a business online. These have all rapidly become standard in today's world. Given how embedded
- [The 45 Best Sales Books to Learn How to Dominate Your Industry](https://www.process.st/best-sales-books/) - Sales is one of the core aspects of how a business functions. Without sales, your brilliant product will just sit there, neglected and unused. But no one is born as a brilliant salesperson, just as no one is born with an innate knowledge of how to run an effective outbound strategy. We learn these things
- [How to Build a Customer Feedback Analysis Process (with AI!)](https://www.process.st/customer-feedback-analysis/) - The following is a guest post submission from Federico Pascual, co-founder and COO of MonkeyLearn. Customer feedback doesn't just come in through your site's contact form – it's everywhere. You only have to search the Twitter handle of any product with more than a few hundred users to see that customers love to offer their opinion –
- [What is Process Mining? 9 Tools to Optimize Your Process Management](https://www.process.st/process-mining/) - At Process Street, we're always asked about the best ways to construct, track, and analyze processes. There are loads of techniques in the school of business process management to help you with these three concerns but in this article, we're going to give you an introduction to process mining; a data driven way to create,
- [The Secrets to Making a Bureaucratic Organization Run Like a Startup](https://www.process.st/bureaucratic-organization/) - As you'll have noticed when you phone call centers, visit the bank, or deal with the government in any capacity, bureaucracy can make organizations slow and frustrating to deal with. Endless forms and complex layers of approval impact a company's services along with the morale of its employees. It can leave organizations unable to adapt
- [The 7 Core Six Sigma Principles to Build Your Business Around](https://www.process.st/six-sigma-principles/) - Finding ways to improve processes within your organization can be tough. There always seems to be so many things to measure and so many variables to consider. Where do you start? How do you determine what's good? Who takes responsibility for improvement? Fortunately, you don't have to go in blind. There are loads of approaches
- [Why Scaling Your Sales Team Isn’t Just About Adding Reps](https://www.process.st/sales-team/) - Building an initial sales approach is something loads of us have attempted to do at some point or other. Sales ends up being one of the key ways companies grow and scale. We all know this. But there's a big difference between doing effective outreach for your startup on a high-touch basis where you're still
- [Writing a Listicle: The 11-Step Guide and Why They're Awesome](https://www.process.st/listicle/) - Listicles are simple to write, great for traffic, and easy to complete mess up. Use these 11 tips to write listicles your audience will love.
- [The Best Chatbots to Automatically Qualify Leads and Waste Less Time](https://www.process.st/best-chatbots/) - It feels like certain areas of tech are booming at the moment. Everyone and their nan seem to be incorporating the blockchain into their startup pitches, voice interface devices are sweeping the globe, and chatbots are popping up left right and center. It feels like part of the rise of chatbots is predicated on the
- [9 Drone Maintenance Checklists for Commercial Operations](https://www.process.st/drone-maintenance/) - The commercial drone industry is still young - it desperately needs processes for compliance and efficiency With all of the excitement surrounding commercial drone applications, it’s more important than ever to ask yourself - do you have the tools in place to maximize the potential of your drone fleet? Without the proper tools to build
- [What is Predictive Analytics? When AI, Blockchain, and Business Processes Collide](https://www.process.st/what-is-predictive-analytics/) - Predictive analytics: a term you may be familiar with if you have even the smallest window into the recent developments in enterprise technology. There is very real hype buzzing around terms that tech startups love to plaster all over their marketing campaigns, such as “artificial intelligence”, “deep learning”, and “blockchain” - but what does it
- [What are P-Values? How to Make Sure Your Hard-Won Data Isn’t Totally Useless](https://www.process.st/p-value/) - Here at Process Street, we're always advocating for companies to use data to help in making important decisions. But data on its own is not massively useful. I could run an experiment right now and gather loads of data. But if that experiment was run poorly then my data will be poor. Which means any
- [The 19 Best Tips from My 3 Years Working Remotely](https://www.process.st/working-remotely/) - "I'd give anything to work from home. It must be so relaxing!" I've heard this kind of thing from my entire family, and with the increasing trend of remote workers it's not surprising that people want to get in on the action. The last 3 years of working remotely have taught me otherwise. Yes, you get to
- [DFSS: How Design For Six Sigma can Supercharge Your Business](https://www.process.st/dfss/) - As we build businesses, we strive to make them successful in what they do and efficient in the way they carry that out. Six Sigma is framework with dual American and Japanese origins which helps companies achieve both of these aims. We want to take company processes and make them better, smoother, faster, easier -
- [How to Create and Implement a Brainstorming Process in 5 Steps](https://www.process.st/brainstorming-process/) - The following is a guest post from graphic designer and copywriter Erik Fessler. What do you think is worse: sitting for 100 days because you didn’t know what direction to travel in, or going for 100 days down the wrong path? Here’s the good news: This question doesn’t matter if you have a reliable and
- [Why Upselling is the Job of Your Whole Company, Not Just Your Sales Team](https://www.process.st/upselling/) - Throughout a customer lifecycle, it is important to take opportunities when they present themselves. One aspect which many SaaS companies will be familiar with is the ongoing attempt to upgrade customers to the next level of billing. The core method of achieving this is to add features and improve your product. This provides provides greater
- [Hold Music: How to Increase Caller Retention by 98%](https://www.process.st/hold-music/) - My doctor has the worst phone setup I've ever encountered. Wait times are 30+ minutes, the phones are completely clogged after 10 am, and worst of all is the hold music. A deafening din of distorted notes which at one point may have resembled “Clocks” by Coldplay. If it wasn't for my own health, I
- [22 Business Mistakes You Have No Excuse for Making](https://www.process.st/business-mistakes/) - Starting and running a business is hard enough without making the same business mistakes as everyone else. After all, managing a team and keeping the business on track is hard enough without having to worry about running yourself into the ground through hiring too quickly, targeting a bad niche, or just plain overspending until the
- [How to Use Emotional Intelligence to Provide Exceptional Customer Service](https://www.process.st/emotional-intelligence-in-customer-service/) - The following is guest post from Sawaram Suthar. Sawaram is head of marketing at Acquire, and also a founder of Jagat Media. A digital marketing consultant, he has experience in branding, promotions and page optimization, along with research and strategy. He has an MBA from the University of Pune. Most brands optimize rational factors that affect customer
- [How to Make the Perfect Bullet Journal to Organize Your Life](https://www.process.st/bullet-journal/) - Life loves to throw things at us from all directions. The key to staying on top of everything is having an effective schedule to keep you on track. So how the hell do you create a system for managing your tasks, events, notes, and calendar no matter where you are? You need to create a
- [5 Common Legal Mistakes Startups Make (And How to Avoid Them)](https://www.process.st/legal-mistakes/) - The following is guest post from Nick Brown. Nick is a blogger and marketing expert, currently engaged on projects for Media Gurus, an Australian business and marketing resource. He is an aspiring street artist and does Audio/Video editing as a hobby. The world is full of ideas. Especially the business world, where rapidly growing competition
- [Why Team Alignment Should Be Your Startup's Holy Grail](https://www.process.st/team-alignment/) - The following is a guest post by Darren Chait, Co-Founder at Hugo. Hugo is the meeting note platform that keeps your team connected with what your customers are thinking and saying. It enables fast-moving teams to make meeting insights shareable and actionable in their existing tools. As a startup guy, my world is full of
- [How to Write Your Company Mission Statement: 200 Top Examples Analyzed](https://www.process.st/company-mission-statement/) - Do you recognize this mission statement? To organize the world’s information and make it universally accessible and useful. That's Google's. What about this one? To accelerate the advent of sustainable transport by bringing compelling mass market electric cars to market as soon as possible. Of course, it's Tesla. And finally, how about this? It's our
- [17 Ecommerce Processes to Set Up, Maintain, and Promote a Successful Store](https://www.process.st/ecommerce-processes/) - Ecommerce processes are complex and often difficult to grasp. But fear not, because we've put together an ecommerce process pack for you to enjoy for free!
- [Project Scope: How to Meet Deadlines and Keep Stakeholders Happy](https://www.process.st/project-scope/) - Have you ever had a project which never seems to end? One which you either underestimated or kept adding tasks to as you went along? That's exactly what setting out your project scope will prevent. By analyzing the elements of your projects before starting, you can set out the scope of the work in order
- [Human Error: How to Prevent Your Team From Self-Sabotaging](https://www.process.st/human-error/) - No matter how foolproof you think your operations are, human error will always pose a threat. Heck, it's already responsible for 52% of security and data breaches, was the root cause of a host of famous tragedies, and can strike at any time. But what exactly is human error, and how can we limit its effects
- [Pinch Analysis: Process Improvement Tips From Thermodynamics, Cars, and Cooking](https://www.process.st/pinch-analysis/) - Pinch analysis is a difficult topic to talk about, as it both has widely applicable techniques which can reduce the need for external resources, but it's traditionally very complicated and used in a limited business sector. That's why today I'll be breaking down the topic and showing how the principles behind it can be used
- [How to Build Your First Telegram Bot: A Guide for Absolute Beginners](https://www.process.st/telegram-bot/) - I've been obsessed with science fiction since I was a young teen, so coding has always appealed to me. I was fascinated by the idea that it is possible to write a program that behaves randomly — to me, that was already deep in the realms of sci-fi! That obsession fueled my first forays into
- [What is ASO? The App Optimization Strategy to Boost Your Downloads](https://www.process.st/what-is-aso-app-optimization/) - The app market is booming and revenue is soaring. According to TechCrunch, citing a report from AppAnnie: Global app downloads topped 175 billion and consumer spending exceeded $86 billion in 2017, thanks to growth in emerging markets including China, India, Brazil and Russia... One of the benefits of targeting this huge and growing market is
- [9 User Onboarding Tools to Smash Your Revenue Targets](https://www.process.st/user-onboarding/) - Effective user onboarding can make or break your business. Poor onboarding of new users will mean a high number of users unsure how to use your product or how to get maximum value out of it. This leads to churn, and lots of it. According to TechCrunch, one in four mobile apps are abandoned after
- [How to Enable Two-Factor Authentication for Your Team](https://www.process.st/enable-two-factor-authentication/) - Being secure online is of greater and greater importance. As businesses operate almost entirely online and sensitive information finds itself living full time in the cloud, we have to make sure we have appropriate measures in place to keep information safe. One tried and tested way of promoting security is the use of failsafes in
- [9 Time-Tested Business Lessons From Greek Philosophers](https://www.process.st/greek-philosophers/) - Most of us know about the wisdom of Greek philosophers. But did you know that they can teach you a lot about running a business? This article will show you how.
- [How to Level Up Your Sales Operations Career](https://www.process.st/sales-operations-career/) - Born in 1970, sales operations was originally described as “all the nasty number things that you don’t want to do, but need to do to make a great sales force”. Sales is moving from paper rolodexes into the world of AI, automation and cloud computing. With it comes more nasty number things than ever before,
- [How to Write Process Documentation That Helps Your Business Scale (in 5 Steps)](https://www.process.st/process-documentation/) - Processes are the backbone of your day-to-day operations. This guide will show you how to produce affective process documentation.
- [Takt Time: How Ford Learned to Make WWII Bombers 24x Faster](https://www.process.st/takt-time/) - The Ford Production System paved the way for most modern lean manufacturing, and the best physical embodiment of it was the Willow Run B-24 bomber production facility in WWII. After intervention from Ford, Willow Run was able to go from producing one bomber per day to one per hour. That's 24x their original output. At
- [How Uber's Onboarding Process Beat Taxis on Customer Satisfaction](https://www.process.st/uber-onboarding/) - Uber currently has drivers operating in 633 cities worldwide. From nowhere they have stormed the market and disrupted taxi services globally. Uber is one of the biggest successes of the sharing economy. But what is it about Uber that allows for it to dominate the market? There is of course the convenience of ordering through
- [Genchi Genbutsu: The Problem Solving Concept That Drives Toyota Forward](https://www.process.st/genchi-genbutsu/) - What is Genchi Genbutsu and why is it important in business success?
- [Jidoka: Why Automation Plus Intelligence Equals Best Results](https://www.process.st/jidoka/) - Automation is all the rage right now. We at Process Street can't stop going on about it. Automation can save time and money while taking the monotonous tasks out of your employees' days. It's a win-win. But, in order to approach automation properly, it's best to understand the development of automation over time and what
- [9 School Checklists for Teachers and Administrators to Bring Order to Chaos](https://www.process.st/school-checklists/) - Checklists keep us on track and organized. They keep things standardized and controlled. So where better to employ checklists than amidst the chaos of children? In this Process Street template pack we're covering a much requested use case: education. Thomas R. Hoerr, writing for ASCD, describes how easy it is to imagine incorporating checklists into
- [Brand Audit: How to Help Win Over 91% of Your Target Audience](https://www.process.st/brand-audit/) - Branding is a fickle thing. Even the most consistent brand images can be shaken by a few high profile missteps, but when used correctly it can be a powerful tool for making your product or services instantly recognizable and attractive to your target audience. To do this, you need to have a regular process for
- [The Harvard Churn Management Algorithm to Boost Profits 115%](https://www.process.st/churn-management/) - It's an accepted reality of business that customers come and go. This is why we're always on the lookout for new customers - we know we can't just rely on the existing ones to keep things ticking over. Yet, we don't have to accept this fact lying down. And many don't! This article is about
- [Why Process Standardization Improves Quality, Productivity, and Morale](https://www.process.st/process-standardization/) - The following is a guest post by professional copywriter and freelance writer Michael Schultheiss, owner of Inkwell Freelance. Imagine if your support staff had no set guidelines for handling a ticket. It would be like you pulled in a group of random people from the street, sat them down at the helpdesk, and expected to see a
- [3 Enterprise Automation Examples: Achieving End-To-End Efficiency](https://www.process.st/automation-examples/) - Inefficient workflows cost most businesses 30% of their yearly revenue. Learn how to take that back by using these automation examples.
- [How to Create an Efficient Incident Response Plan (Including a 17-Step Checklist)](https://www.process.st/incident-response/) - Only 9% of information security professional believe their organization has effective incident response processes. The biggest issue? Well, you're reading Process Street so you probably guessed it: the lack of standardization. Almost half of the respondents to the SANS Incident Response Survey said that their lack of a formal incident response procedure was holding them
- [How to Ensure Compliance When 23% of Employees Don't Understand Their Job](https://www.process.st/ensure-compliance/) - In a study of 400 businesses in the UK and US, global analyst firm IDC established that 23% of employees don't understand a core part of their job. Combined with the potential damage that human error can cause, it's easy to see why it's important to make sure that your processes are being followed to
- [34 Linux Server Security Tips & Checklists for Sysadmins](https://www.process.st/server-security/) - Linux (or Unix-like) software runs the majority of the world's servers. This is owing to its incredible power, transparency, and customizability. While Windows is built for the average home-officer, gamer, or grandparent — and comes with its own set of controls to stop these users destroying their operating systems — Linux enjoys a total lack
- [Enterprise Automation: How to Make 100 Employees Feel Like 1,000](https://www.process.st/enterprise-automation/) - “About half of all the activities people are paid to do in the world’s workforce could potentially be automated” - McKinsey Global Institute, Harnessing automation for a future that works For many, enterprise automation is a complex and scary topic. Many team leaders believe that it takes too much work to set up your automated
- [How to Automate Approvals: 20+ Free Approval Process Templates](https://www.process.st/approval-process/) - A poor approval process results in lower quality and lost time. Learn how to streamline your business processes with approvals by reading this article!
- [How to Use Slack to be 31% More Productive With These 5 Expert Tips (18 in Total!)](https://www.process.st/how-to-use-slack/) - I hate email. Who really likes answering emails? You get into work, switch everything on, and right off the bat there’s an inbox full of company memos, check-ins from your line manager, updates from colleagues, reminders for meeting after meeting after meeting… It’s not a great way to start the day, amiright? Well - and
- [How to Move from Business Analyst to Business Architect](https://www.process.st/business-analyst-business-architect/) - As an analyst, you spend your day designing your organization's processes, measuring their performance and ironing out the fine details. You focus on the "how". You're very good at it, but maybe you're more interested in the "what"? If you want to move past the nitty-gritty of processes and devise end-to-end models and strategies instead,
- [Taylorism and The History of Processes: 6 Key Thinkers You Should Know](https://www.process.st/taylorism/) - If you want to employ approaches like business process management in your business it's best to have a solid understanding of how these theories work. One crucial aspect of using these theories correctly is understanding their development. It's common for managers to want to employ cutting edge ideas in their business, but without a deep
- [5 Employee Training Tips for Proven and Scalable Results](https://www.process.st/company-training-tips/) - Nikos Andriotis. Nikos has two decades of professional experience in education, IT and eLearning. He holds a degree in Informatics and his writing has been featured in dozens of tech industry publications. Currently, he shares tips and insights about online training and other business-related topics for TalentLMS. Do you think you're doing a good job with
- [The Myth Behind Loading Times: Software's Most User-Friendly Lie](https://www.process.st/loading-time/) - Staring at the tiny LCD progress bar of the vending machine in a lobby, I realize nothing pisses us off more than indefinite waiting times. Especially people waiting for their coffee, their cheap flight comparisons, or their computer to finish doing whatever it’s doing. Since the creation of software, there has always been loading times.
- [What is Muda? 7 Wastes All Lean Businesses Must Overcome](https://www.process.st/muda/) - In this article we explore what muda is, the 7 wastes of muda, the argument for an 8th waste, and how to tackle waste in your business.
- [The 9 Best Organizational Tools to Bring Order to Chaos](https://www.process.st/organizational-tools/) - Documented processes don't just save you time, money, and give a consistent method for your team to follow. They make everything you do more reliable and efficient, even increasing project success rate by 70%. Unfortunately, getting started is the hardest part. Whether you don't feel like you have time to set up your management system or
- [The Psychology of Processes: How to Work with Imperfect Humans](https://www.process.st/the-psychology-of-processes/) - Humans are responsible for 70% of airplane crashes, 90% of car wrecks, and 90% of workplace accidents. But people are also a core part of business. The same factors that make humans irreplaceable — nuanced judgement, emotion, and creativity — also make humans a pain to manage. You don't get these problems with computers, but
- [20 Useful Applications of AI & Machine Learning in Your Business Processes](https://www.process.st/applications-of-ai/) - There are tons of applications of AI in business and across tons of industries. Let's dive into 20 of them so you can start to revolutionize your processes.
- [The Power of Asking Simple Marketing Questions](https://www.process.st/marketing-questions/) - "Why didn't they see this coming?" I had just learned of yet another company catastrophically failing to understand their audience. Who thought it would be a good idea to host an AMA after your company was involved in one of the biggest financial scandals in modern history? Then it hit me. Every team makes silly
- [Robotic Process Automation and the Death of Data Entry](https://www.process.st/robotic-process-automation/) - In 2014 an employee at Xchanging named Amanda Barnes created a software robot she called "Poppy". Poppy's job was to help automate the tedious task of validating insurance premiums — something which could be easily done by a computer if it was fed structured data. Before Xchanging built Poppy the robot, they were processing 500
- [How to Use Conditional Logic: 8 Ways to Simplify Complex Processes](https://www.process.st/conditional-logic/) - Documenting processes is great in theory, but creating and following them can be a pain. Your processes need to be standardized so that everyone's performing the same tasks consistently. However, that often leaves you with either a large, complex and unusable process which covers every situation or lots of smaller, specialized processes which become difficult
- [Production Systems: Why Tesla's Gigafactory is Musk's Most Ambitious Project Yet](https://www.process.st/production-systems/) - After Elon Musk's successes sending Falcon Heavy into space with his Roadster attached, the fanfare around his achievements has reached new highs. But not everything is rosy for Musk. Tesla is struggling. It's not hitting its production targets for the Model 3, and this is not for the first time. The goal for Tesla has
- [8 Nintex Alternatives to Systemize Your Workflows Better This Year](https://www.process.st/nintex-alternatives/) - Those of us in the workflow game know Nintex is one of the big tools available on the market. Their advanced software is great for plotting out complex workflows, running intricate automations, and integrating tightly and natively with other large corporate tools. But that's what it is: corporate. It's heavy and less agile than many
- [9 Ways to Use Template Overview to Keep Track of Your Business](https://www.process.st/template-overview/) - You might use the most efficient software on the market. Maybe you've hand-picked the most dedicated team available. Perhaps you documented and improved your methods until every rough edge and bottleneck has been wiped away. You're still going to fail if you can't track your processes. It's the only way to know for sure that
- [What is the Best Email App for iPhone? 13 Apps Battle it Out](https://www.process.st/best-email-app-for-iphone/) - In our increasingly mobile-first world, we've come to rely on getting business done on the phone much more than ever before. The difficulties of efficiently managing email on a smartphone has likely been a major factor for the rise in team communication software like Slack. However, it doesn't need to be this way. And we
- [Email Workflows: Best Practices and Examples that Turn Leads into Sales](https://www.process.st/email-workflows/) - How best to use email workflows to nurture leads and increase their conversion probability into paying customers? Let's find out!
- [How to Write a Cold Email: 10-Point Checklist for Sales Emails That Convert](https://www.process.st/how-to-write-a-cold-email/) - The following is a guest post from Forster Perelsztejn. As content marketer, Forster gathers sales data at Prospect.io in order to deliver powerful and insightful advice to salespeople. Check out his Top 10 Cold Email Templates Based on 3,327,652 Emails Sent! and connect with him on LinkedIn. An essential part of my job at Prospect.io
- [Machine Learning in Business: What It Is and How to Use It](https://www.process.st/machine-learning-in-business/) - Machine learning in business is becoming more common and more necessary. As we look to the future, we need to understand the applications of it.
- [9 Lean Manufacturing Principles to Get Quality Results](https://www.process.st/lean-manufacturing-principles/) - Explore the core concepts of lean manufacturing principles and their transformative impact on production efficiency and waste reduction.
- [53 Essential Business Metrics You Need to Be Tracking in 2023](https://www.process.st/business-metrics/) - It's impossible to run a successful business without taking the time to track your core business metrics. If you don't, then good luck knowing: How much pure profit you're earning Where costs can be cut Whether you're selling enough How much debt you have Whether you'll be bankrupt next quarter Having said that, where do
- [What You Can Learn from Salesforce to Hit Your Sales Goals This Year](https://www.process.st/sales-goals/) - Some people seem like naturals when it comes to sales. Their smooth talking and deep product knowledge entices customers and makes them feel warm and fuzzy inside. Source A high performing sales person is a huge asset to a company, and they're often paid very well as a reward! Maybe you want to start a
- [Free Small Business Software: 34 Powerful Tools to Try](https://www.process.st/free-small-business-software/) - The average business' software spend has been on the rise for years now, with small and medium businesses spending a higher percentage of revenue on software than enterprises. The average midsized company spends $13,100 per employee on IT. With some smart alternatives (and not relying on the same vendors as always), companies can cut this
- [4 Simple Process Creation Methods for Absolute Beginners](https://www.process.st/process-creation/) - There are many process creation methods out there and it's difficult to know which are the most best. Here are 4 great methods for documenting processes.
- [How Does a Franchise Work? Uncover The Secret Sauce of an American Franchise Giant](https://www.process.st/how-does-a-franchise-work/) - The franchise model of doing business is a decidedly American affair. The concept marries the power and scale efficiencies of large corporate bodies with the entrepreneurialism and hard work of mom-and-pop small business. According to the United States International Trade Association: there are over 780,000 franchise businesses that directly employ over 8.8 million people and
- [6 Server Setup Checklists for Sysadmins (Apache, Ubuntu, Proxy, FTP, and More)](https://www.process.st/server-setup-checklists/) - How do you set up your servers? You probably just know how to, like it's an instinct. But is it the absolute best way to do it? Are you leaving holes in your security, or forgetting to add users that desperately need access? Or, look at it another way: If you're the only one who
- [How to Conduct an Interview: A Full Hiring Process With 11 Premade Interview Processes](https://www.process.st/how-to-conduct-an-interview/) - When it comes to hiring staff you'll go through multiple important stages to vet the candidates and make sure you choose the right one. For many managers, the interview is the most important step. The interview allows you to ask questions and interact with the other person; verify their claims, test their knowledge, and start
- [The 17 Best Process Street Posts from 2017](https://www.process.st/best-process-street-posts-2017/) - Merry Christmas and a happy new year from all of us at Process Street! 2017 might have been a mixed bag for most of the planet, but we had a lot of fun writing content for you, our blog readers. We published 151 blog posts between us this year, with a little help from fantastic
- [8 Tips to Improve Your Company's Shipping Processes](https://www.process.st/shipping-processes/) - The following is a guest post from Henry Howlett, Junior SEO Executive at Absolute Digital Media. Who wants to receive a parcel three days after it was due to arrive? Definitely not your customers. They pay for the type of parcel delivery they require, whether it is Standard Delivery, the best cheap Next Day
- [How Does a Hedge Fund Work? Inside the Processes at Bridgewater Associates](https://www.process.st/how-does-a-hedge-fund-work/) - Processes can be used to optimize the things you do every day, and we spend most of our time telling you that! But where do these processes come from? Really. Maybe you just documented your steps one day and built from there? In which case, the process evolved naturally from the actions you took intuitively.
- [How One Piece Flow Can Reduce Your Operations Time by 96%](https://www.process.st/one-piece-flow/) - We've all heard about the importance of focusing on one task at a time. Take that idea, apply it to manufacturing, and you have the concept of one piece flow. The concept is simple in that you have to limit yourself to working on one item at a time (you only ever have one WIP
- [What is a Business Process Consultant? (And How To Find a Good One)](https://www.process.st/business-process-consultant/) - What do you do if you don't have the time or know-how to document and improve your processes? You hire a business process consultant of course! While we've talked endlessly in the past about why processes are important and how to manage your own, hiring a business process consultant lets you reap all the benefits
- [36 Top Salesforce Apps to Power Up Your Sales Operations](https://www.process.st/salesforce-apps/) - Salesforce is the most popular CRM in the world, and the most fully-featured. It has been developed constantly for almost two decades, and the company has tried its hardest to build every single feature that sales teams need to be more efficient. However, it doesn't do everything out of the box... That's why the Salesforce
- [Create a Form That's Beautiful: Typeform vs SurveyMonkey vs Wufoo](https://www.process.st/create-a-form/) - There are countless options available to help you create a form for your website or email campaign. But you don't need to go through a list of 29 different options of tools which do almost exactly the same thing. What you want is to see the best tools for building forms which work and are
- [How to Beat Procrastination and Use It to Your Advantage](https://www.process.st/how-to-beat-procrastination/) - So, you want to know how to beat procrastination? Well, here's the simple answer. You can't. At least, not completely. No matter how hard you try, it's impossible to completely eliminate procrastination. There will always be tasks you put off, and there will always be projects that get shelved in favor of others. You can, however,
- [How to Improve Your Employee Training Process to Reduce Turnover by 40%](https://www.process.st/employee-training/) - No organization wants to keep an incompetent, untrained employee on its payroll. That’s an obvious fact. However, the benefits of training are much greater than simply avoiding incompetence; trained employees are more productive, loyal, engaged, and profitable. Those are nice sounding words, but what about the facts and figures? Take a look: Training is directly
- [How to Create a Style Guide to Improve Business Consistency (with 8 Examples)](https://www.process.st/create-a-style-guide/) - To understand the value of a style guide, you should first try working without one. You'd get the wrong blue on your logo, jarring copy, and code that can only be maintained by a lone developer. Writers, editors, programmers, engineers, social media managers, and support agents all need an indication of how their company wants
- [How Were The Pyramids Built? Inside The World's First Documented Processes](https://www.process.st/how-were-the-pyramids-built/) - We talk a lot about processes here at Process Street and we try to give insight into not only how to make current processes better but also into how processes have evolved over time and why. We've looked at case studies, poor processes, optimized processes, and technical guides to business process management. But we're no
- [22 B2B Sales Management Statistics, and the Processes You Need to Survive](https://www.process.st/b2b-sales-management/) - You wouldn't implement an unproven strategy based on gut feeling alone, would you? I hope not. All good strategies are based on research, and your sales management should be no different. Thankfully, organizations like Salesforce, Brainshark, and SPI regularly publish vital reports packed with trends, predictions, and statistics that will help you hit your targets
- [How to Use The Deming Cycle for Continuous Quality Improvement](https://www.process.st/deming-cycle/) - The Deming cycle is an important model that businesses should follow to continuously improve. Let's take a look at its key components and how to implement them.
- [Are You Poka-Yoke Woke? Stop Mistakes With This Error Prevention Method (10 Examples)](https://www.process.st/poka-yoke/) - What's better than fixing something when it's broken? Stopping it from breaking in the first place. This article is going to focus on how you can put certain steps in place to catch problems before they arise. This technique is called poka yoke and was born out of the Toyota Production System. At its core,
- [DMAIC: The Complete Guide to Lean Six Sigma in 5 Key Steps](https://www.process.st/dmaic/) - We all like to know about the broader philosophies behind process improvements, but sometimes we need to knuckle down and look at some of the more technical details. One of the core techniques behind any process improvement, particularly in Six Sigma, is DMAIC. This handy approach, pronounced duh-may-ik, is the key to employing Six Sigma
- [17 BPM Statistics to Help You Increase Efficiency in Your Business](https://www.process.st/bpm-statistics-increase-efficiency/) - Business process management (BPM for short) gets a bad wrap. Some consider it industry jargon, others an ineffective management "hack", and almost all see it as boring. However, there is no better way to increase efficiency and consistency in your business than by managing your processes effectively. To prove it, this post will dive into
- [The History of Surgical Checklists: How Processes Save Lives](https://www.process.st/surgical-checklists/) - We talk a lot about business processes here on Process Street, but today we're going to do things a little differently. Instead of waxing lyrical about business efficiency, I'm going to show how surgical checklists have evolved over history, and how they continue to save lives today. From prehistoric humans poking each other with sticks
- [8 Ways to Improve Sales Productivity with Consistent, Repeatable Processes](https://www.process.st/sales-productivity/) - What does your sales process look like right now? According to research by Vantage Point Performance, 66% of B2B sales teams don't even have a sales process. The vast majority of companies surveyed in that Vantage study had a revenue over $250m, and 39% made over $1b each year. These companies aren't failing. In fact,
- [How to Get, Process, and Act on Employee Feedback](https://www.process.st/employee-feedback/) - Saying "employee feedback" conjures images of awkward conversations with managers and meaningless buzzwords during performance reviews, but it doesn't have to be that way. Feedback cycles shouldn't try to force comments out of your team, but instead support them and let them know when and where they can raise any issues they encounter. Doing this
- [12 Useful HR Management Tips to Run an Effective Business](https://www.process.st/hr-management-tips/) - Good HR management tips can save a business. Here are our best tips along with three free template to help you get started with proper HR management today.
- [Scaling Your Business? Be Sure You Determine Customer Value](https://www.process.st/determine-customer-value/) - The following is a guest post from Sam Suthar, the CMO of Acquire. Scaling your business is almost impossible until you know your customer’s value. Whether you’re going to scale a brick-and-mortar business or an online business, it doesn’t matter; it’s vitally important to understand what each customer is worth to your business. Statistics by
- [How to Start a Lean Process for Continuous Company Learning](https://www.process.st/company-learning/) - The following is a guest post from Pascal van Opzeeland. Pascal is CMO of Userlike, software for website and messaging support. He and his team share tips about customer service and communication on the Userlike Blog. In school, everyone looks forward to the day they can stop learning and start doing. But once inside hamster
- [Inside the Recruitment Processes of 3 Tech Giants (and How to Improve Yours!)](https://www.process.st/recruitment-process/) - One of the key strengths of top companies is the employees inside them. Who they hire and how they hire them helps determine employee attainment, employee satisfaction, employee accountability, and employee turnover. Small changes to recruiting processes can have a surprisingly large impact on the day to day life of a company. According to the
- [Little's Law: How to Analyze Your Processes (with Stealth Bombers)](https://www.process.st/littles-law/) - Simple as it may be, Little's law is an incredibly powerful tool in the arsenal of almost any team. From performing back-of-the-napkin calculations to showing the performance of a system over time, this formula is one of the key building blocks to running an efficient business. Without Little's law, Lean and Kanban wouldn't exist, and
- [Rebranding Strategy: How 3 Big Tech Companies Dramatically Changed Their Identity](https://www.process.st/rebranding-strategy/) - In 2016, Process Street went from using a basic Bootstrap theme to a custom-branded website, complete with a logo change and full aesthetic overhaul. We did it to avoid looking dated, and to make the site consistent with our app. Like many startups, we focused on building a great product first, and rightfully overlooked the
- [Introducing Inbox: The Fastest Way to Manage Your Tasks in Process Street](https://www.process.st/introducing-inbox/) - Are you scrambling to keep up with your tasks and stay on top of priorities? With tasks scattered all over the internet and no concrete place to see everything in one list, it's not only difficult to manage your work — it's nerve-wracking. Enter Inbox for Process Street — making task and process management as
- [Productivity vs Efficiency & How to Better Both](https://www.process.st/productivity-vs-efficiency/) - Productivity vs efficiency. Do they mean the same thing? What's the difference? And why do you need to know both? Learn about to calculate both.
- [The 17 Best Apps for Business: A Look at Our Team's Home Screens](https://www.process.st/apps-for-business/) - With today's fast pace of living, it's vital to have on-the-go access to everything that's important to your work. Rather than staring blankly out of a window on your train or bus to work, you could then instead be planning your day and organizing meetings, or commenting on tasks and sorting through your inbox to
- [How to Analyze an Article: Don't get Fooled by Terrible Advice](https://www.process.st/how-to-analyze-an-article/) - There's a lot of advice on the internet. Some of it is good, some of it is terrible, and some sits in the gray area between. Within the fields of tech and startups, a lot of what people do day to day is influenced by what they've learned online; I doubt many people reading this
- [6 Ways to Use Stop Tasks to Improve Your Team's Workflow](https://www.process.st/stop-tasks/) - Process Street is the easiest way to create workflows for your team and track their progress. Our simple process creator helps teams build checklists for everything from employee onboarding to content promotion. Often, processes are too delicate to handle in a free-for-all checklist, and you need more control over the order tasks are completed. That's
- [The Best Payment Platforms: Stripe vs Paypal vs Square vs Braintree](https://www.process.st/stripe-vs-paypal-vs-square-vs-braintree/) - In the first quarter of 2017, the AppStore and Playstore saw record revenues yet again with a whopping total of $15 billion worldwide, representing a year over year growth of 45%. Add in other online sales and the amount of money being spent is astronomical. But how do we process all these sales? And what
- [The Best Browsers, Compared with Data: Chrome, Firefox, Edge, Opera, Safari, and Vivaldi](https://www.process.st/best-browser/) - As a gateways to the internet, browsers are one of the most popular types of software out there. Everyone needs one, but which is the best? The market changes so quickly, it can be hard to keep up with the facts. Which is the fastest? Which has the best extensions? Which is the most secure?
- [How to Smash Your Business Bottlenecks (Plus 3 Key Tools to Help!)](https://www.process.st/business-bottlenecks/) - On October 3rd 2017, the Financial Times reported that Tesla shares had slumped after the business hit a bottleneck in its production. Tesla shares fell nearly 2 per cent to $335.91 after the Palo Alto-based company said that it produced just 260 of its Model 3 vehicles in the third quarter, well below the target
- [5 Marketing Experiments We Tried: The Winners, The Losers, and The Useless](https://www.process.st/marketing-experiments/) - One big thing that startups do differently to big companies is experimentation. In reaction to the old corporate methods, startups are less like finely tuned money machines, and more like laboratories. That's partly because of the culture of innovation, and partly because startups have less to lose by running a wrong experiment, but everything to
- [Xero vs QuickBooks vs FreshBooks: The Best Accounting Software (with Monty Python)](https://www.process.st/xero-vs-quickbooks-vs-freshbooks/) - Accounting is a time-consuming, complex, frustrating, and criminally boring part of running a business. It's precisely this kind of tedium which inspired Monty Python to riff on the profession several times, with accountants getting so frustrated that they do everything from becoming pirates (sailing the wide accountancy in a moving building) to try to switch
- [How Subscriptions Will Stop Fake News Killing Digital Content](https://www.process.st/stop-fake-news/) - Fake news is a hot button issue right now and one we've covered a couple of times at Process Street. Normally, the discussion of fake news is a roundly negative affair. How do we come back from consistently lowering journalistic standards? What does this mean for society? In this article, I'm going to put a
- [How Salesforce Built the Fort Knox of Data Security](https://www.process.st/salesforce-data-security/) - Think about what's at stake if Salesforce suffered a breach... American Express, Philips, Vodafone, Virgin, Western Union, GE, the U.S. government, and 150,000 organizations risk their communications leaking to the public This includes trade secrets, financial documents, passwords, and bank details Hackers could believably impersonate bank employees or government officials It's a terrifying concept for
- [Web Maintenance: A Process-Driven Guide with 4 Handy Checklists](https://www.process.st/web-maintenance/) - Websites are delicate, messy, and hard to manage effectively. Setup might be easy, but a beginner learning to maintain a website will hit a damaging snag sooner or later. The main problem is that the tech behind any website is complex for beginners. The files that run your site are written in multiple different languages,
- [How to Be GDPR Compliant: A Guide for SaaS and Beyond](https://www.process.st/gdpr-compliance/) - A spectre is haunting Europe - the spectre of GDPR. It seems to be the one thing everyone in the data security industry is talking about, Equifax aside... Articles are being written, consultancy firms are popping up, and businesses are quietly panicking. Yet, like so many grand legislative changes, many people are unsure what GDPR
- [How 4 Top Startups are Reinventing Organizational Structure](https://www.process.st/organizational-structure/) - As we’ll see, certain elements which we consider part of the normal workplace are being abandoned by experimenting companies in favor of new models. But why are they being abandoned? For some, it’s about reducing overhead. For others, it’s about finding new ways to combat the traditional problems a growing company faces. It could be
- [The Complete Guide to Dictation Software: How I Saved My Hands](https://www.process.st/dictation-software/) - Dictation software isn't just something that can save you time by typing out your speech and performing commands. Talking instead of typing can and will help you prevent lasting damage to your hands. You might think that sounds silly, and so did I. I'm 23 - way too young to be worried about my joints
- [14 Law Office Management Tips to Run an Effective (and Legal) Business](https://www.process.st/law-office-management/) - Law office management is one hell of a tightrope to walk. On one hand, you've got the usual duties of managing a team and dealing with clients. On the other, you have the added pressure of a single mistake changing "business as usual" into a $50 million malpractice lawsuit. Now, I won't claim to have
- [12 Inspection Checklists to Maximize Safety in the Workplace](https://www.process.st/inspection-checklists/) - In industries all across the globe there are countless people whose responsibility it is to preserve the safety of others. This template pack is geared to make the lives of those people easier. Our collection of Process Street inspection checklists make sure to cover inspections of all different varieties within a range of industries. Some
- [How We Built and Launched a Successful Microsite on Product Hunt](https://www.process.st/microsite/) - On August 25th, we launched a library of 1000+ real sales and emails from the top 280 SaaS companies. The library was hosted on a microsite, Inside SaaS Sales, which allows users to browse the full sales cadences, organized in the order the message or voicemail was sent. The launch landed us almost 800 votes
- [Study: How 4 Highly Profitable SaaS Companies Market to Enterprises](https://www.process.st/market-to-enterprises/) - Are you ready to market your SaaS product to enterprises? Do you know what makes or breaks a million dollar deal? There's a huge segment of SaaS companies that target only SMBs, and an increasingly well-funded bunch that go after the enterprise market from the outset. Some, like Dropbox, Asana, and HubSpot, have gradually scaled
- [How Toyota Saved Children's Lives with Process Implementation](https://www.process.st/process-implementation/) - What connects a 75% drop in infection rates, a 48% increase in home rebuilding speeds, and an extra 400 hungry families receiving the supplies they need to get by? Have you guessed yet? That's right. Effective process analysis and implementation. Specifically, the Toyota Production System process analysis and implementation. In this article, we're going to
- [User Feedback: 3 Methods We Tested to Better Understand Our Users](https://www.process.st/user-feedback/) - I've written before about how we collect feedback on our marketing material and how that helps us write useful posts for our subscribers, but the other reason we gather user feedback focuses on expanding and improving the Process Street app. With user feedback data, we can: Choose which features to build based on the frequency
- [Standardizing Processes: How to Create a Documentation Style Guide](https://www.process.st/standardizing-processes/) - From putting together flat-packed furniture to avoiding nuclear war, we've talked at length on why processes are important. They're the lifeblood of any consistent business, allowing it to repeat its successes, avoid mistakes, increase efficiency, and create effective to do lists. Without them you have no hope of even knowing what you're doing right or
- [15 Load Testing Tools, Tips and Methods to Protect You from Crashes](https://www.process.st/load-testing/) - Do you find your website users complaining about it being sluggish at times? Does performance degrade when traffic is high? How certain are you that a new feature or build isn’t responsible for your laggy site? These are questions best answered through load testing. Load testing is a branch of software performance testing. It involves
- [8 IT Security Processes to Protect Your Company Today!](https://www.process.st/it-security-processes/) - Cybercrime is on the rise and it will continue. That's why it's imperative to have the right IT security processes in place. Follow this guide to learn more.
- [The Art of SaaS Review: What SaaS Is and How to Do It Right](https://www.process.st/art-of-saas-review/) - The Art of SaaS shows that even industry veterans are sick of unnecessary jargon and bloated descriptions. Rather than spending thousands of words (or multiple books) trying to explain every variation of the SaaS model, it draws from the experiences of Dr. Ahmed Bouzid and Dave Rennyson in order to cover all of the basics of
- [Every Free Estimate Template You Need (The 14 Best Templates)](https://www.process.st/free-estimate-template/) - Bidding for jobs can be difficult, and it needs to be done right to give you the highest chances of success. Here are 14 free estimate templates to help you.
- [The Needlessly Complex History of SaaS, Simplified](https://www.process.st/history-of-saas/) - Look up the history of any modern technology, and you’re taken on a quick-fire tour of antiques, innovations, failures, successes, bubbles, booms, and busts. Unlike the history of the Roman Empire or Greek poetry, software history is almost immeasurably short. It's rich and it's exciting, but it's also full of strange developments. Developments that never really
- [How to Start a Media Company and Actually Make Money](https://www.process.st/start-a-media-company/) - The Guardian is a 195 year old British newspaper which expects to burn through £90m in 2017 after incurring damage of £200m the year before. The Economist once described The Guardian as: “[T]he most stylish paper in the hyper-competitive British quality pack, the wittiest and best-designed, the strongest for features, the one most likely to
- [How to Create a Runbook: A Guide for Sysadmins & MSPs](https://www.process.st/create-a-runbook/) - How do you create a runbook that is effective and rings results? This article will show you how it needs to be done for optimal success!
- [50+ Free & Easy SOP Templates (Sample SOPs to Record Standard Procedures)](https://www.process.st/sop-templates/) - Every SOP template you could ever need (the ultimate standard operating procedures resource!)
- [7 Documented Processes for IT, MSPs and System Administrators](https://www.process.st/processes-for-it-msps/) - Technical procedures — especially those affecting your client's systems and operations — must always be documented. Details and specifics are too vital for you to just wing it, especially when you're dealing with long lists of configs, server names, and other easily-forgotten information. That could be why SOPs (and documentation in general) are so popular
- [11 Best Home Page Tips From Analyzing 100 Startups](https://www.process.st/best-home-page/) - Home pages are typically the most viewed location on a website and your main opportunity to connect with the audience as a brand. Get it wrong, and all of those views will go from potential customers to part of your bounce rate. "Your homepage is probably the most visited page on your website — in
- [How to Build an MVP App Without Writing Code](https://www.process.st/mvp-app/) - When you have a great idea for a startup or a service the first thing you desire to do is create it, talk about it, and see what people think. In creating a minimum viable product, entrepreneurs choose between experiments that can validate or invalidate their assumptions about a business model. - N. Taylor Thompson
- [How to Create Business Systems Even When You Have No Time](https://www.process.st/business-systems/) - Processes are our deal. It's what we do. Unsurprisingly, it's what our users do too. They use Process Street to manage their internal processes and keep their teams working at maximum efficiency. In our constant attempt to understand our users' needs, we asked the community what their biggest pain points were. We wanted to see
- [9 ITGlue Alternatives for IT Documentation That All MSPs Should Consider](https://www.process.st/itglue-alternatives/) - ITGlue is a collaborative, cloud-based IT documentation platform created to help MSPs standardize documentation, create knowledge bases, manage passwords and track devices. As well as documentation, it lets you stay on top of what’s going on in your network by notifying you when key events happen, like an SSL certificate nearing expiry, or a firewall
- [How to Invest in Cryptocurrency and Join the Blockchain Craze](https://www.process.st/invest-in-cryptocurrency/) - A single Bitcoin in 2010 cost less than one cent. Now, one Bitcoin is valued at about $3,500. You probably already know about Bitcoin, and that massive jump in value is likely why. But what about Ethereum which has nearly $30 billion worth of coins in circulation? Or emerging coins like Ripple or Litecoin? Joke
- [21 Ways to Use Slack Bots to Simplify Everyday Tasks](https://www.process.st/slack-bots/) - Imagine if you had an invisible robot running around the internet doing all kinds of tasks for you. That's a bot. Bots live on Twitter, on Wall Street and in factories. They cut down on pesky repetitive tasks and do things that would take humans much more time and energy. Bots started out as weak,
- [8 Logistics Management Processes to Perfect Your Supply Chain](https://www.process.st/logistics-management/) - No matter what kind of business you're in, if you have a supply chain then it's vital that you have a system of logistics management processes to guide how that chain runs. Without set, trackable methods for ordering and managing stock, fulfilling customer orders, inspecting your facilities and so on, you're leaving the success of
- [How We Collect and Analyze Customer Feedback to Improve Our Startup](https://www.process.st/customer-feedback/) - I didn't used to see the point of surveys... I'm much more comfortable with scraping data, using software and relying on trends based on in-depth studies. I didn't understand how it could be beneficial to read unstructured feedback from a few hundred people until I conducted a survey myself. It's not easy to know if
- [3 Reasons Why Construction Managers Need Workflow Automation (And How to Set it Up)](https://www.process.st/construction-managers-workflow-automation/) - The following is a guest post by Erin Vaughan. Erin currently resides in Austin, TX where she writes full time for Modernize, with the goal of empowering homeowners with the expert guidance and educational tools they need to take on big home projects with confidence. Most industries have already acknowledged that workflow tools save their
- [The E Myth Review: How to Create a Business That Won't Ruin Your Life](https://www.process.st/e-myth-review/) - If all you want to know from this E Myth review is whether or not the book is worth reading, then go and buy a copy right now. Michael Gerber passionately runs through the core reasons why so many small businesses fail from over 40 years of experience, and how to create a business that will
- [7 Mistakes That Destroy Your Business Efficiency: An Expert Interview](https://www.process.st/business-efficiency/) - Lately, we've been diving deeper than ever into the real problems companies face while scaling and systemizing their businesses. Whether that's failing to understand why processes are important, being clueless about how to create processes, or being unable to police process adherence, we've covered a lot of ground on our blog. One thing we were
- [13 Types of Project Proposals That Get Approved (and How to Write Them)](https://www.process.st/project-proposal/) - Learn how to create a winning project proposal with our comprehensive guide, tips, templates, and step-by-step instructions.
- [The 4 Top Email Marketing Tools for Small Businesses, Compared](https://www.process.st/email-marketing-tools-for-small-businesses/) - In 2017, it's not about if you're using email, it's about how you're using email. 70% of companies are currently using a marketing automation platform. It's not enough for small businesses just to send emails, you have to send the best emails to be heard above the noise—or even make it out of the spam
- [The Best Agile Process To Run An Efficient Software Team](https://www.process.st/agile-processes/) - Understanding an agile process and why you need it can mean the difference between your business performing well and not. This article will help you learn more.
- [8 Electrical Inspection Checklists to Keep Your Workspaces Safe](https://www.process.st/electrical-inspection/) - According to the U.S. Bureau of Labor Statistics there were 32,000 dedicated electrical inspectors in the workforce in 2014. That's a good number of electrical inspectors and a great deal more electrical inspections! Yet, much electrical inspection work is still being done with pen and paper, creating mountains of paperwork and making effective sharing of
- [What We Learned Analyzing 281 Full Sales Cycles (1,183 Emails & Voicemails)](https://www.process.st/sales-cycles/) - Every SaaS company pours mountains of resources into building a sales team, creating efficient sales processes, and optimizing sales emails. That's because the most direct way to impact your revenues is by making sure your sales processes are as tight as possible. But, how can you be sure you use the most effective methods to
- [7 Insightful Company Policy Tips from Basecamp's Employee Handbook](https://www.process.st/company-policy/) - While we were writing our guide to writing an employee handbook, it was striking how few public employee handbooks there were out there to read. Obviously, most companies don't want to expose their internal workings, and that's sometimes for a good reason. However, you can usually trust startups (excluding Uber and Zenefits) to be transparent
- [8 Change Management Strategies for Effective Organizational Change](https://www.process.st/change-management-strategy/) - Constantly evolving with the times empowers you to see valuable growth take place in your company. At first you can oversee everything in the company yourself, keeping tabs to ensure things are up to date and running as intended. Then you grow, and suddenly you don’t have time to monitor those changes. For all you
- [How to Create a Project Request Form (and Why Your Company Needs One)](https://www.process.st/project-request-form/) - Use this free project request form to clearly define your projects from the get go. Stop wasting time and money with unclear deliverables and unclear instructions.
- [The 15 Most Useful Evernote Alternatives for Notes, Screenshots and Documents](https://www.process.st/evernote-alternatives/) - Evernote is the Swiss army knife of productivity tools. It does a hell of a lot, but doesn't do anything amazingly well. Maybe it was designed to replace your need for multiple apps by rolling them all into one, but its feature bloat makes it a pain to use, and there are many Evernote alternatives
- [FMEA: How to Prevent the £100m British Airways Catastrophe](https://www.process.st/fmea/) - We take a look at the catastrophe that cost British Airways £100m and walk through how it could have been prevented by using FMEA (failure modes and effects analysis).

## Pages

- [Process Street | Compliance Operations Platform](https://www.process.st/) - Process Street is the Compliance Operations Platform that turns your policies into automated, AI-enforced workflows. Prove every step, pass every audit, and scale without chaos.
- [Process Street vs K2](https://www.process.st/process-street-vs-k2/) - Compare Process Street vs K2. Automate SOPs, enforce policies, and stay audit ready, or use K2 for low-code workflow and app development.
- [Process Street vs Groupsite](https://www.process.st/process-street-vs-groupsite/) - Compare Process Street vs Groupsite. Automate SOPs, enforce workflows, and track audits, or use Groupsite for group collaboration and file sharing.
- [Process Street vs StudioCloud](https://www.process.st/process-street-vs-studiocloud/)
- [Process Street vs AdaptiveWork](https://www.process.st/process-street-vs-adaptivework/) - Compare Process Street vs AdaptiveWork. Automate SOPs, enforce workflows, and track audits, or manage projects, resources, and collaboration with AdaptiveWork.
- [Process Street vs Delegated](https://www.process.st/process-street-vs-delegated/) - Compare Process Street vs Delegated. Automate SOPs, enforce workflows, and track audits, or rely on virtual assistants for task execution and admin support.
- [Process Street vs Workato](https://www.process.st/process-street-vs-workato/) - Compare Process Street vs Workato. Automate SOPs, enforce workflows, and stay audit ready, or manage client onboarding and recurring task automation.
- [Process Street vs Formstack](https://www.process.st/process-street-vs-formstack/) - Compare Process Street vs Formstack. Automate SOPs, enforce workflows, and stay audit ready, or manage forms, approvals, and document automation.
- [Process Street vs DeviceMagic](https://www.process.st/process-street-vs-devicemagic/) - Compare Process Street vs DeviceMagic. Automate SOPs, enforce workflows, and stay audit-ready, or capture field data with mobile forms and offline submissions.
- [Process Street vs GoFormz](https://www.process.st/process-street-vs-goformz/) - Compare Process Street vs GoFormz. Automate SOPs, enforce workflows, and stay audit-ready, or capture mobile form data for inspections and field teams.
- [Process Street vs SafetyCulture](https://www.process.st/process-street-vs-safetyculture/) - Compare Process Street vs SafetyCulture. Automate SOPs, enforce workflows, and stay audit-ready, or manage inspections and checklists in the field.
- [Process Street vs SafetyCulture](https://www.process.st/process-street-vs-safetyculture-comparison/) - Everything you need to know to make a purchase when deciding between Process Street and SafetyCulture.
- [Process Street vs Citrix Podio](https://www.process.st/process-street-vs-citrix-podio/) - Compare Process Street vs Citrix Podio for compliance and operations. Automate SOPs, enforce workflows, and stay audit-ready without complex setup.
- [Process Street vs SupportPoint](https://www.process.st/process-street-vs-supportpoint/) - Compare Process Street vs SupportPoint: Automate SOPs, enforce workflows, and maintain audit readiness vs context-aware employee guidance. Ideal for teams needing real execution tracking.
- [Process Street vs Oxcyon](https://www.process.st/process-street-vs-oxcyon/) - Compare Process Street vs Oxcyon: No code SOP and workflow automation with audit readiness vs enterprise content and process management. Ideal for teams needing task execution oversight.
- [Process Street vs Blissbook](https://www.process.st/process-street-vs-blissbook/) - Compare Process Street vs Blissbook: No code SOP automation, workflow tracking, and audit readiness vs policy distribution and acknowledgment. Ideal for teams needing task execution oversight.
- [Process Street vs Guru](https://www.process.st/process-street-vs-guru/) - Compare Process Street vs Guru: Get Docs, SOP automation, workflow tracking, and audit readiness vs a basic internal knowledge base. Perfect for teams needing documentation plus execution oversight.
- [Process Street vs Workflow Connect](https://www.process.st/process-street-vs-workflow-connect/) - Compare Process Street vs Workflow Connect: Automate SOPs, enforce workflows, and maintain audit readiness vs process documentation and role accountability.
- [Process Street vs SmartProcedures](https://www.process.st/process-street-vs-smartprocedures/) - Compare Process Street vs SmartProcedures: Automate SOPs, enforce workflows, and track audits in real time vs procedure documentation and training management.
- [Process Street vs Trulioo](https://www.process.st/process-street-vs-trulioo/) - Compare Process Street vs Trulioo: No-code SOP automation and real-time audit tracking vs global KYC and identity verification. Streamline workflows and stay audit ready.
- [Process Street vs Red Oak Compliance](https://www.process.st/process-street-vs-red-oak-compliance/) - Compare Process Street vs Red Oak Compliance: No-code SOP automation and real-time audit tracking vs ad review and financial marketing compliance. Enforce workflows and stay audit ready.
- [Process Street vs Regology](https://www.process.st/process-street-vs-regology/) - Compare Process Street vs Regology: No-code SOP automation and real-time audit tracking vs regulatory intelligence and obligation mapping. Enforce workflows, manage compliance, and stay audit ready.
- [Process Street vs Chainalysis](https://www.process.st/process-street-vs-chainalysis/) - Compare Process Street vs Chainalysis: No-code SOP automation and real-time audit tracking vs blockchain transaction monitoring. Enforce workflows, manage compliance, and stay audit ready.
- [Process Street vs Quantifind](https://www.process.st/process-street-vs-quantifind/) - Compare Process Street vs Quantifind: No-code SOP automation and real-time audit tracking vs AI-powered financial crime and risk intelligence. Enforce workflows, ensure policy compliance, and streamline operations.
- [Process Street vs NICE Actimize](https://www.process.st/process-street-vs-nice-actimize/) - Compare Process Street vs NICE Actimize: No-code SOP automation and audit readiness vs financial crime detection and surveillance. Enforce policies, automate workflows, and track compliance in real time.
- [Process Street vs Fenergo](https://www.process.st/process-street-vs-fenergo/) - Compare Process Street vs Fenergo: No-code SOP automation and audit readiness vs client lifecycle and KYC onboarding. Automate workflows, enforce policies, and track compliance in real time.
- [Process Street vs Ascent RegTech](https://www.process.st/process-street-vs-ascent-regtech/) - Compare Process Street vs Ascent RegTech: No-code SOP automation and audit tracking vs AI-driven regulatory mapping and obligation management.
- [Process Street vs Intelligize](https://www.process.st/process-street-vs-intelligize/) - Compare Process Street vs Intelligize: No-code SOP automation and audit tracking vs SEC disclosure research and compliance insights for legal teams.
- [Process Street vs Wolters Kluwer OneSumX](https://www.process.st/process-street-vs-wolters-kluwer-onesumx/) - Compare Process Street vs OneSumX: No-code SOP automation and real-time audit tracking vs enterprise regulatory reporting and risk management for financial institutions.
- [Process Street vs AxiomSL](https://www.process.st/process-street-vs-axiomsl/) - Compare Process Street vs AxiomSL: No-code SOP automation and audit-ready workflows vs data-driven regulatory reporting and risk aggregation for financial compliance.
- [Process Street vs Behavox](https://www.process.st/process-street-vs-behavox/) - Compare Process Street vs Behavox: Automate SOPs, enforce task execution, and stay audit ready with real-time workflow tracking vs AI-driven communication surveillance for misconduct detection.
- [Process Street vs SteelEye](https://www.process.st/process-street-vs-steeleye/) - Compare Process Street vs SteelEye: Automate SOPs, enforce workflows, and stay audit ready with real-time task tracking vs trade and communications surveillance for financial compliance.
- [Process Street vs RegEd](https://www.process.st/process-street-vs-reged/) - Compare Process Street vs RegEd: Automate SOPs, enforce tasks, and track audits in real time vs licensing and training management for financial services.
- [Process Street vs NRS](https://www.process.st/process-street-vs-nrs/) - Compare Process Street vs NRS: No code SOP automation, task enforcement, and real-time audit readiness vs regulatory compliance consulting and tools for financial services.
- [Process Street vs Enablon](https://www.process.st/process-street-vs-enablon/) - Compare Process Street vs Enablon: Automate SOPs, enforce tasks, and stay audit ready with no code vs enterprise risk, ESG, and compliance workflow management.
- [Process Street vs Clausematch](https://www.process.st/process-street-vs-clausematch/) - Compare Process Street vs Clausematch: Automate SOPs, enforce policies, and track workflow execution in real time with no code vs policy creation and approval for compliance documentation.
- [Process Street vs 360factors](https://www.process.st/process-street-vs-360factors/) - Compare Process Street vs 360factors: Automate SOPs, enforce policies, and track workflow execution in real time with no code vs risk and policy management for compliance programs.
- [Process Street vs Diligent](https://www.process.st/process-street-vs-diligent/)
- [Process Street vs OneTrust](https://www.process.st/process-street-vs-onetrust/) - Compare Process Street vs OneTrust: No-code SOP automation, real-time workflow tracking, and policy enforcement vs privacy and risk management. Stay audit ready across teams.
- [Process Street vs ServiceNow GRC](https://www.process.st/process-street-vs-servicenow-grc/) - Compare Process Street vs ServiceNow GRC: Automate SOPs, enforce policies, and stay audit ready with no-code workflows—without enterprise-scale configuration.
- [Process Street vs SAP GRC](https://www.process.st/process-street-vs-sap-grc/) - Compare Process Street vs SAP GRC: Automate SOPs, enforce policies, and stay audit ready with no-code workflows, without complex ERP configurations.
- [Process Street vs Oracle GRC](https://www.process.st/process-street-vs-oracle-grc/) - Compare Process Street vs Oracle GRC: Automate SOPs, enforce policies, and stay audit ready with no-code workflows, without the complexity of legacy systems.
- [Process Street vs IBM OpenPages](https://www.process.st/process-street-vs-ibm-openpages/) - Compare Process Street vs IBM OpenPages: No-code SOP automation with real-time audit tracking vs enterprise GRC modules. Automate workflows, enforce policies, and maintain audit readiness without technical complexity.
- [Process Street vs RSA Archer](https://www.process.st/process-street-vs-rsa-archer/) - Compare Process Street vs RSA Archer: No-code SOP automation with real-time audit tracking vs enterprise GRC workflows. Automate tasks, enforce policies, and stay audit ready without heavy IT setup.
- [Process Street vs MetricStream](https://www.process.st/process-street-vs-metricstream/) - Compare Process Street vs MetricStream: No-code SOP automation with real-time audit tracking vs enterprise GRC workflows. Automate tasks, enforce policies, and stay compliant across teams.
- [Process Street vs SAI360](https://www.process.st/process-street-vs-sai360/) - Compare Process Street vs SAI360: No-code SOP automation and real-time audit tracking vs GRC risk and policy management. Enforce policies, track execution, and stay compliant without complexity.
- [Process Street vs VComply](https://www.process.st/process-street-vs-vcomply/)
- [Process Street vs Onspring](https://www.process.st/process-street-vs-onspring/) - Compare Process Street vs Onspring: No-code SOP automation and real-time audit tracking vs GRC control and audit management. Enforce policies, track execution, and stay compliant without IT overhead.
- [Process Street vs Hyperproof](https://www.process.st/process-street-vs-hyperproof/) - Compare Process Street vs Hyperproof: No-code SOP automation and audit-ready workflows vs GRC evidence collection. Enforce policies, track execution, and stay compliant in real time.
- [Process Street vs ZenGRC](https://www.process.st/process-street-vs-zengrc/) - Compare Process Street vs ZenGRC: No-code SOP automation and audit-ready workflows vs GRC risk management. Enforce policies, track execution, and stay compliant across teams.
- [LogicGate](https://www.process.st/logicgate/) - Compare Process Street vs LogicGate: No-code SOP automation and audit-ready workflows vs GRC modules. Enforce policies, track execution, and stay compliant easily.
- [Process Street vs BIC Process Design](https://www.process.st/process-street-vs-bic-process-design/) - Compare Process Street vs BIC Process Design: No-code SOP automation and audit-ready workflows vs BPM modeling. Enforce compliance and track execution in real time.
- [Process Street vs Flowster](https://www.process.st/process-street-vs-flowster/) - Compare Process Street vs Flowster: No-code compliance automation vs checklist workflows. Enforce SOPs, track execution, and stay audit ready easily.
- [Process Street vs TrackVia](https://www.process.st/process-street-vs-trackvia/) - Compare Process Street vs Kintone: No-code compliance workflows vs custom app building. Automate SOPs, enforce policy, and stay audit ready fast.
- [Process Street vs Kintone](https://www.process.st/process-street-vs-kintone/) - Compare Process Street vs Kintone: No-code compliance workflows vs custom app building. Automate SOPs, enforce policy, and stay audit ready fast.
- [Process Street vs Cflow](https://www.process.st/process-street-vs-cflow/) - Compare Process Street vs Cflow: AI-powered compliance workflows vs BPM automation. Automate SOPs, enforce policy, and stay audit ready with no code.
- [Process Street vs Hive](https://www.process.st/process-street-vs-hive/) - Compare Process Street vs Hive: AI-powered SOP enforcement and audit-ready workflows vs project collaboration. Automate, enforce, and prove every process.
- [Process Street vs Bardeen](https://www.process.st/process-street-vs-bardeen/) - Compare Process Street vs Bardeen: AI-powered SOP enforcement and audit-ready workflows vs browser automation. Teams get control, compliance, and proof.
- [Process Street vs airSlate](https://www.process.st/process-street-vs-airslate/) - Compare Process Street vs airSlate: AI-powered SOP enforcement and audit-ready workflows vs document workflow automation. Teams get control, compliance, and proof.
- [Process Street vs ProcessKit](https://www.process.st/process-street-vs-processkit/) - Compare Process Street vs ProcessKit: AI-powered SOP enforcement and audit-ready workflows vs client onboarding and task tracking. Teams get control, compliance, and proof.
- [Process Street vs ProProfs Knowledge Base](https://www.process.st/process-street-vs-proprofs-knowledge-base/) - Compare Process Street vs ProProfs KB: AI-powered SOP enforcement and audit-ready workflows vs knowledge base software. Teams get execution, control, and proof.
- [Process Street vs KnowledgeOwl](https://www.process.st/process-street-vs-knowledgeowl/)
- [Process Street vs Bloomfire](https://www.process.st/process-street-vs-bloomfire/) - Compare Process Street vs Bloomfire: AI-powered SOP enforcement and audit-ready workflows vs knowledge sharing software. Teams get execution, control, and proof.
- [Process Street vs Helpjuice](https://www.process.st/process-street-vs-helpjuice/) - Compare Process Street vs Helpjuice: AI-powered SOP enforcement and audit-ready workflows vs knowledge base software. Teams get execution, control, and proof.
- [Process Street vs ComplySci](https://www.process.st/process-street-vs-complysci/) - Compare Process Street vs ComplySci: AI-powered SOP enforcement and audit-ready workflows vs employee monitoring. Teams get execution, control, and proof.
- [Process Street vs Slab](https://www.process.st/process-street-vs-slab/) - Compare Process Street vs Slab: AI-powered SOP enforcement and audit-ready workflows vs internal wiki software. Teams get execution, control, and proof.
- [Process Street vs Document360](https://www.process.st/process-street-vs-document360/) - Compare Process Street vs Document360: AI-powered SOP enforcement and audit-ready workflows vs knowledge base software. Teams get execution, control, and proof.
- [Process Street vs Zavanta](https://www.process.st/process-street-vs-zavanta/) - Compare Process Street vs Zavanta: AI-powered SOP enforcement and audit-ready workflows vs policy and procedure authoring. Teams get execution, control, and proof.
- [Process Street vs Waybook](https://www.process.st/process-street-vs-waybook/) - Compare Process Street vs Waybook: AI-powered SOP enforcement and audit-ready workflows vs documentation and checklists. Teams get control, compliance, and proof.
- [Process Street vs Fusion Risk Management](https://www.process.st/process-street-vs-fusion-risk-management/) - Compare Process Street vs Fusion Risk Management: AI-powered SOP enforcement and audit-ready workflows vs business continuity and risk planning. Teams get control, compliance, and proof.
- [Process Street vs Qualtrax](https://www.process.st/process-street-vs-qualtrax/) - Compare Process Street vs Qualtrax: AI-powered SOP enforcement and audit-ready workflows vs quality and document management. Teams get control, proof, and compliance.
- [Process Street vs Aravo](https://www.process.st/process-street-vs-aravo/) - Compare Process Street vs Aravo: AI-powered SOP enforcement and audit-ready workflows vs third-party risk management. Teams get control, compliance, and proof.
- [Process Street vs ComplianceBridge](https://www.process.st/process-street-vs-compliancebridge/) - Compare Process Street vs ComplianceBridge: AI-powered SOP enforcement and audit-ready workflows vs policy publishing. Teams get execution, control, and proof.
- [Process Street vs Convercent](https://www.process.st/process-street-vs-convercent/) - Compare Process Street vs Convercent: AI-powered SOP enforcement and audit-ready workflows vs ethics and policy management. Teams get execution, control, and proof.
- [Process Street vs NAVEX Global](https://www.process.st/process-street-vs-navex-global/) - Compare Process Street vs NAVEX Global: AI-powered workflows and SOP enforcement vs policy management. Teams get audit-ready execution and control.
- [Process Street vs Resolver](https://www.process.st/process-street-vs-resolver/) - Compare Process Street vs Resolver: AI-powered SOP enforcement and audit-ready workflows vs risk management software. Teams get execution, control, and proof.
- [Process Street vs LogicManager](https://www.process.st/process-street-vs-logicmanager/) - Compare Process Street vs LogicManager: AI-powered compliance and audit-ready workflows vs risk management software. Teams get enforcement, SOPs, and control.
- [Process Street vs Workiva](https://www.process.st/process-street-vs-workiva/) - Compare Process Street vs Workiva: AI-powered, audit-ready workflows vs enterprise reporting platform. Teams get compliance, SOP enforcement, and control.
- [Process Street vs WEBCON BPS](https://www.process.st/process-street-vs-webcon-bps/) - Compare Process Street vs WEBCON BPS: AI-powered, audit-ready workflows vs low-code enterprise process platform. Teams get compliance, control, and fast deployment.
- [Process Street vs Joget](https://www.process.st/process-street-vs-joget/) - Compare Process Street vs Joget: AI-powered compliance and audit-ready workflows vs low-code app building. Teams get control, proof, and scalability.
- [Process Street vs Bonitasoft](https://www.process.st/process-street-vs-bonitasoft/) - Compare Process Street vs Comindware Tracker: AI-powered compliance and audit-ready workflows vs rule-based process automation. Teams gain control and proof.
- [Process Street vs Comindware Tracker](https://www.process.st/process-street-vs-comindware-tracker/) - Compare Process Street vs Comindware Tracker: AI-powered compliance and audit-ready workflows vs rule-based workflow builder. Teams gain control and proof.
- [Process Street vs Bizagi](https://www.process.st/process-street-vs-bizagi/) - Compare Process Street vs Bizagi: AI-powered compliance and audit-ready workflows vs BPMN process modeling. Teams get control, proof, and scalable execution.
- [Process Street vs. Bizagi: Which Tool Is Right For You?](https://www.process.st/process-street-vs-bizagi-comparison/) - When it comes to managing business processes, selecting the appropriate software is paramount. In this blog post, we delve into the comparison between Process Street and Bizagi, two leading solutions in the realm of business process management (BPM). Choosing the right business process software is not just a matter of preference; it's a strategic decision
- [Process Street vs Decisions](https://www.process.st/process-street-vs-decisions/) - Compare Process Street vs Decisions: AI-driven compliance and no-code workflows vs IT-focused rules engines. Teams get clarity, control, and audit readiness.
- [Process Street vs Integrify](https://www.process.st/process-street-vs-integrify/) - Compare Process Street vs Integrify: Process Street offers AI-powered compliance and audit-ready workflows, while Integrify focuses on approval routing. See which platform delivers proof, not just process.
- [Process Street vs ProcessPlan](https://www.process.st/process-street-vs-processplan/) - Compare Process Street vs ProcessPlan: Process Street delivers AI-powered compliance and audit-ready workflows, while ProcessPlan focuses on simple checklists. See which platform fits your operations best.
- [Process Street vs Flokzu](https://www.process.st/process-street-vs-flokzu/) - Compare Process Street vs Flokzu: Process Street offers AI-driven compliance and automation, while Flokzu focuses on BPM modeling. Find out which fits your team best.
- [Process Street vs Flowingly](https://www.process.st/process-street-vs-flowingly/)
- [AWS](https://www.process.st/partners/aws/) - Process Street is a certified AWS Marketplace partner helping regulated teams automate workflows, prove compliance, and deploy securely inside AWS. Buy with AWS credits and stay audit-ready.
- [Wealth management](https://www.process.st/industries/wealth-management/) - Streamline compliance for RIAs and wealth firms with Process Street. Automate onboarding, trade reviews, AML, billing, and audits—while maintaining SEC-aligned, client-friendly operations that scale with confidence.
- [Continuous improvement](https://www.process.st/business-process-management-software/continuous-improvement/) - Turn feedback into action. Process Street helps you standardize improvement workflows, resolve issues faster, and track effectiveness with audit-ready documentation.
- [ISO 9001 compliance](https://www.process.st/iso-9001-software/) - Automate ISO 9001 compliance with Process Street. Streamline QMS workflows, centralize documentation, and stay audit-ready with AI-powered controls and tracking.
- [Calibration and maintenance](https://www.process.st/calibration-equipment-maintenance-software/) - Automate calibration schedules, manage equipment maintenance, and stay audit-ready. Process Street helps you reduce downtime and prove control with traceable workflows.
- [Client onboarding](https://www.process.st/client-onboarding-software/) - Process automation in client onboarding streamlines workflows, cuts costs, enhances risk management, and boosts customer satisfaction.
- [Vendor onboarding](https://www.process.st/onboarding-software/vendor-onboarding-software/) - Streamline vendor onboarding with Process Street. Standardize processes, automate document collection, and track approvals, powered by Cora, your AI compliance engine.
- [Third party risk management](https://www.process.st/third-party-risk-management-software/) - Automate vendor onboarding, due diligence, and oversight with Process Street’s AI-powered TPRM software. Enforce compliance, reduce risk, and prove audit readiness—by default.
- [Employee onboarding](https://www.process.st/employee-onboarding-software/) - Automate employee onboarding with Process Street. Create consistent, role-specific workflows that align HR, IT, and managers—boosting speed, engagement, and compliance.
- [IT & tech](https://www.process.st/teams/it/) - Automate IT workflows with Process Street. Manage onboarding, incidents, and change control while staying compliant with SOC 2, HIPAA, and GDPR standards.
- [Environmental, health & safety](https://www.process.st/teams/environmental-health-safety/) - Run inspections, track incidents, and enforce OSHA, EPA, ISO 45001, or SOC 2 compliance. Process Street’s EHS management software makes safety workflows traceable and audit-ready.
- [Human resources](https://www.process.st/teams/human-resources/) - Automate onboarding, training, and HR tasks with Process Street. HR workflow software that enforces policy, tracks compliance, and proves every step with audit-ready logs.
- [Customer management](https://www.process.st/teams/customer-management/) - Enhance customer experience with Process Street. Automate onboarding, support, and success workflows while ensuring compliance and seamless tool integration.
- [Compliance](https://www.process.st/teams/compliance/) - Automate, track, and scale compliance with AI-powered workflows and real-time monitoring. Stay audit-ready with leading regulatory compliance software.
- [Finance](https://www.process.st/teams/finance/) - Automate close, approvals, and SOX controls with Process Street. Finance workflow software that enforces compliance, tracks every approval, and keeps your team audit-ready.
- [Healthcare](https://www.process.st/industries/healthcare/) - Automate healthcare workflows with Process Street. Improve patient care, ensure HIPAA compliance, and streamline onboarding, audits, and clinical operations.
- [Defense](https://www.process.st/industries/defense/) - Enforce NIST, CMMC, and ITAR compliance with workflow automation. Process Street helps defense teams track controls, prove execution, and secure operations—without slowing the mission.
- [Property management](https://www.process.st/industries/property-management/) - Simplify property management with Process Street. Automate tenant onboarding, maintenance, and lease renewals while staying compliant and improving service.
- [WHS compliance](https://www.process.st/whs-compliance-software/) - Improve workplace health and safety with Process Street. Automate WHS workflows, track incidents, and maintain audit-ready records with Cora, your AI compliance engine.
- [Vendor risk review](https://www.process.st/vendor-risk-review-software/) - Automate third-party risk reviews with Process Street. Standardize assessments, log decisions, and monitor vendors, powered by Cora, your AI risk oversight engine.
- [Training management](https://www.process.st/training-management-software/) - Automate and track training with Process Street. Assign courses, enforce completions, and maintain audit-ready logs, powered by Cora, your AI engine for training operations.
- [TGA compliance](https://www.process.st/tga-compliance-software/) - Streamline TGA compliance with Process Street. Automate ARTG and GMP workflows, enforce policies, and maintain audit-ready log, powered by Cora, your AI compliance partner.
- [Tenant screening](https://www.process.st/tenant-screening-software/) - Streamline tenant screening with Process Street. Automate checks, track every step, and maintain audit-ready logs, powered by Cora, your AI compliance partner.
- [Tenant onboarding](https://www.process.st/tenant-onboarding-software/) - Automate tenant onboarding with Process Street. Standardize move-in workflows, track approvals, and ensure compliance and visibility, powered by Cora, your AI workflow engine.
- [Tenant eviction](https://www.process.st/tenant-eviction-software/) - Automate tenant eviction workflows with Process Street. Track notices, ensure legal compliance, and keep audit-ready documentation with Cora, your AI enforcement assistant.
- [Supplier qualification](https://www.process.st/supplier-qualification-software/) - Standardize supplier onboarding and compliance with Process Street. Automate qualification workflows, track approvals, and reduce risk with Cora, your AI-powered compliance engine.
- [Student safety](https://www.process.st/student-safety-software/) - Streamline student safety reporting with Process Street. Capture incidents, automate follow-ups, and ensure compliance with Cora, your AI-powered safety engine.
- [Student survey](https://www.process.st/student-survey-software/) - Easily capture student feedback with Process Street. Automate survey distribution, centralize responses, and ensure action with Cora, your AI-powered survey engine.
- [Statutory compliance](https://www.process.st/statutory-compliance-software/) - Automate filings and meet every statutory requirement with Process Street. Standardize compliance, assign owners, and stay audit-ready with Cora, your AI compliance engine.
- [Stakeholder communications](https://www.process.st/stakeholder-communications-software/) - Standardize stakeholder communications with Process Street. Automate reviews, approvals, and delivery tracking for clear, compliant updates—powered by Cora, your AI messaging engine.
- [SOX compliance](https://www.process.st/sox-compliance-software/) - Streamline SOX compliance with Process Street. Automate internal controls, centralize evidence, and reduce audit prep time with Cora, your AI-powered compliance agent.
- [SOC 2 compliance](https://www.process.st/soc-2-compliance-software/) - Easily maintain SOC 2 compliance with Process Street. Centralize evidence, automate reviews, and stay audit-ready with Cora, your AI-powered compliance engine.
- [Security audit](https://www.process.st/security-audit-software/) - Automate security audit prep with Process Street. Centralize controls, track evidence, and maintain compliance with Cora, your AI-powered audit engine for SOC 2, ISO 27001, and more.
- [SDAIA compliance](https://www.process.st/sdaia-compliance-software/) - Automate SDAIA and PDPL compliance with Process Street. Standardize data governance, manage risk, and ensure audit readiness with Cora, your AI-powered regulatory control engine.
- [Safety incident reporting](https://www.process.st/safety-incident-reporting-software/) - Streamline safety incident reporting with Process Street. Capture events, automate investigations, and maintain audit-ready compliance with Cora, your AI-powered oversight engine.
- [Role transition](https://www.process.st/role-transition-software/) - Streamline role transitions with Process Street. Standardize handoffs, document responsibilities, and track every step with Cora, your AI-powered transition engine.
- [RMS](https://www.process.st/rms-software/) - Streamline resource management with Process Street. Assign, track, and optimize people and tools in real time with Cora, your AI-powered RMS engine.
- [RMA](https://www.process.st/rma-software/) - Automate and track RMAs with Process Street’s software. Standardize returns, enforce policies, and maintain audit-ready logs using Cora, your AI-powered RMA control engine.
- [Risk management](https://www.process.st/risk-management-software/) - Automate risk management with Process Street. Standardize assessments, enforce mitigation, and maintain audit-ready logs with Cora, your AI-powered compliance engine.
- [Risk assessment](https://www.process.st/risk-assessment-software/) - Process Street’s risk assessment software for financial services automates evaluations, tracks mitigations, and keeps you exam-ready. Standardize risk frameworks and prove compliance with Cora, your AI compliance partner.
- [RIA compliance](https://www.process.st/ria-compliance-software/) - Automate RIA compliance with Process Street. Standardize reviews, disclosures, and policy enforcement. Pass SEC audits confidently with Cora, your AI compliance partner.
- [Revenue management](https://www.process.st/revenue-management-software/) - Process Street’s revenue management software automates approvals, tracks revenue events, and ensures ASC 606/IFRS 15 compliance with audit-ready workflows powered by Cora, your AI compliance partner.
- [Regulatory audits](https://www.process.st/regulatory-audit-software/) - Always be audit-ready with Process Street’s Regulatory Audit Software. Automate audit prep, track compliance, and export records to prove readiness—with AI-powered workflows.
- [Quality tracking](https://www.process.st/quality-tracking-software/) - Track quality performance and prove compliance with Process Street’s Quality Tracking Software. Standardize inspections, resolve issues, and analyze trends with AI-powered workflows.
- [Quality control](https://www.process.st/quality-control-software/) - Ensure quality standards are met with Process Street’s Quality Control Software. Standardize inspections, track defects, and maintain compliance with AI-powered workflows and audit trails.
- [Project SOPs](https://www.process.st/project-sop-software/) - Standardize project execution with Process Street’s Project SOP Software. Turn SOPs into workflows, automate tasks, and prove compliance with AI-powered audit trails.
- [Project management](https://www.process.st/project-management-software/) - Streamline project management with Process Street. Standardize workflows, automate assignments, track execution, and eliminate bottlenecks—all powered by AI.
- [Production line changeover](https://www.process.st/production-line-changeover-software/) - Reduce downtime and enforce quality with Process Street’s Production Line Changeover Software. Standardize procedures, track compliance, and ensure audit-ready records with AI-powered workflows.
- [Procurement approval](https://www.process.st/procurement-approval-software/) - Automate procurement approvals, enforce policy, and control spend with Process Street. Track every request, approval, and audit log—powered by AI for finance, operations, and procurement teams.
- [Policy management](https://www.process.st/policy-management-software/) - Process Street’s Policy Management Software helps you create, update, and enforce policies at scale. Track acknowledgments, automate reviews, and prove compliance with AI-powered workflows.
- [Nonconformance reporting](https://www.process.st/nonconformance-reporting-software/) - Catch, correct, and prevent quality failures with Process Street’s Nonconformance Reporting Software. Automate nonconformance (NCR) logging, CAPA workflows, and audit trails—powered by AI.
- [NIST compliance](https://www.process.st/nist-compliance-software/) - Automate NIST compliance with Process Street. Enforce 800-53, 800-171, CSF, and FedRAMP controls, track reviews, and maintain audit readiness with AI-powered workflows.
- [NCA ECC compliance](https://www.process.st/nca-ecc-compliance-software/) - Align with Saudi NCA Essential Cybersecurity Controls using Process Street’s ECC compliance software. Automate controls, track progress, and prepare audit-ready reports with AI-powered workflows.
- [NAV reporting](https://www.process.st/nav-reporting-software/) - Automate NAV reporting with Process Street. Standardize calculations, enforce approvals, and maintain audit-ready records with AI-powered workflows for fund compliance.
- [Move out](https://www.process.st/move-out-software/) - Automate move-out processes with Process Street. Standardize inspections, recover deposits faster, and protect property value with AI-powered workflows.
- [MCI compliance](https://www.process.st/mci-compliance-software/) - Automate MCI compliance with Process Street. Track telecom obligations, enforce UAE policy workflows, and prepare audit-ready records with AI-powered controls.
- [M&A transaction](https://www.process.st/ma-transaction-software/) - Automate M&A transactions with Process Street. Standardize due diligence, enforce approvals, and maintain audit-ready records with AI-powered deal workflows.
- [M&A integration](https://www.process.st/ma-integration-software/) - Automate M&A integration with Process Street. Standardize tasks, track milestones, and maintain audit-ready records with AI-powered workflows for post-close success.
- [Landlord onboarding](https://www.process.st/landlord-onboarding-software/) - Automate landlord onboarding with Process Street. Standardize intake, collect documentation, and track approvals with AI-powered workflows for faster, compliant onboarding.
- [KYC AML](https://www.process.st/kyc-aml-software/) - Automate KYC and AML compliance with Process Street. Standardize onboarding, enforce due diligence, and maintain audit-ready records with AI-powered workflows.
- [IT asset management](https://www.process.st/it-asset-management-software/) - Automate IT asset management with Process Street. Track hardware and software, enforce policies, and maintain audit-ready logs with AI-powered workflows.
- [ISO compliance](https://www.process.st/iso-compliance-software/) - Automate ISO compliance with Process Street. Standardize workflows, centralize policies, and maintain audit-ready records for ISO 9001, 27001, 14001, 45001, and more.
- [ISO 55001 compliance](https://www.process.st/iso-55001-compliance-software/) - Automate ISO 55001 asset management compliance with Process Street. Standardize AMS workflows, centralize maintenance and risk records, and stay audit-ready with AI-powered controls.
- [ISO 50001 compliance](https://www.process.st/iso-50001-compliance-software/) - Automate ISO 50001 energy management compliance with Process Street. Standardize EMS workflows, track energy objectives, and maintain audit-ready records with AI-powered controls.
- [ISO 31000 compliance](https://www.process.st/iso-31000-compliance-software/) - Automate ISO 31000 risk management with Process Street. Standardize risk assessments, enforce mitigation workflows, and maintain audit-ready records with AI-powered oversight.
- [ISO 27001 compliance](https://www.process.st/iso-27001-compliance-software/) - Automate ISO 27001 compliance with Process Street. Manage your ISMS, standardize Annex A workflows, and maintain audit-ready security records with AI-powered controls.
- [ISO 22301 compliance](https://www.process.st/iso-22301-compliance-software/) - Automate ISO 22301 compliance with Process Street. Manage your BCMS, standardize continuity plan workflows, and maintain audit-ready records with AI-powered controls.
- [ISO 22000 compliance](https://www.process.st/iso-22000-compliance-software/) - Automate ISO 22000 compliance with Process Street. Manage your FSMS, standardize HACCP workflows, and maintain audit-ready records with AI-powered controls.
- [ISO 19600 compliance](https://www.process.st/iso-19600-compliance-software/) - Automate ISO 19600 compliance with Process Street. Standardize policy management, enforce workflows, and maintain audit-ready records with AI-powered controls.
- [ISO 14001 compliance](https://www.process.st/iso-14001-compliance-software/) - Automate ISO 14001 compliance with Process Street. Streamline environmental management workflows, centralize EMS documentation, and maintain audit-ready records with AI-powered controls.
- [IR35 compliance](https://www.process.st/ir35-compliance-software/) - Automate IR35 compliance with Process Street. Standardize contractor assessments, track decisions, and maintain audit-ready logs with AI-powered workflows.
- [Investor communications](https://www.process.st/investor-communications-software/) - Automate investor communications with Process Street. Standardize disclosures, track approvals, and maintain audit-ready records with AI-powered workflows.
- [GRC](https://www.process.st/grc-software/) - Automate GRC with Process Street. Standardize governance, risk, and compliance workflows, track controls, and prove audit readiness with AI-powered processes.
- [GDPR compliance](https://www.process.st/gdpr-compliance-software/) - Automate GDPR compliance with Process Street. Track consent, data requests, and enforce privacy workflows with audit-ready documentation and AI-powered controls.
- [Fund administration](https://www.process.st/fund-administration-software/) - Automate fund administration with Process Street. Streamline NAV calculations, standardize approvals, and maintain audit-ready records with AI-powered workflows.
- [Fraud detection](https://www.process.st/fraud-detection-software/) - Automate fraud detection with Process Street. Standardize investigations, enforce response protocols, and generate audit-ready logs with AI-powered workflows.
- [FSMS](https://www.process.st/fsms-software/) - Automate your food safety management system with Process Street. Standardize FSMS workflows, enforce SOPs, and maintain audit-ready records with AI-powered controls.
- [FISMA compliance](https://www.process.st/fisma-compliance-software/) - Automate FISMA compliance with Process Street. Standardize NIST 800-53 workflows, track evidence, and maintain audit-ready logs with AI-powered controls and oversight.
- [First article inspection](https://www.process.st/first-article-inspection/) - Standardize your first article inspection process with Process Street. Automate FAI checklists, approvals, and generate audit-ready logs for quality and compliance.
- [FINRA compliance](https://www.process.st/finra-compliance-software/) - Automate FINRA compliance with Process Street. Standardize WSPs, manage audit trails, and streamline regulatory workflows with AI-powered supervision.
- [FDA 21 CFR Part 11](https://www.process.st/fda-21-cfr-part-11/) - Meet FDA 21 CFR Part 11 compliance with Process Street. Automate electronic records, enforce digital signatures, and generate audit-ready logs to stay inspection-ready.
- [Facilities management](https://www.process.st/facilities-management-software/) - Automate facilities management with Process Street. Standardize SOPs, schedule maintenance, and generate audit-ready logs with AI-powered workflows for uptime and compliance.
- [Experimental protocol execution](https://www.process.st/experimental-protocol-execution-software/) - Standardize experimental protocols, automate documentation, and ensure audit-ready records with Process Street. Capture every action and prove traceability, powered by AI.
- [ERP contract](https://www.process.st/erp-contract-software/) - Automate contract approvals, control versions, and prove ERP compliance with audit-ready workflows. Process Street powers ERP contract execution from start to signoff.
- [EnMS](https://www.process.st/enms-software/) - Manage your ISO 50001 energy program with Process Street. Automate audits, monitor KPIs, and maintain audit-ready documentation with AI-powered workflows.
- [Endowment management](https://www.process.st/endowment-management-software/) - Streamline endowment governance with Process Street. Automate policy execution, track approvals, and export audit-ready records, powered by AI.
- [Employee training](https://www.process.st/employee-training-software/) - Assign and track employee training with Process Street. Automate onboarding, enforce policies, and log every acknowledgment with audit-ready records.
- [DORA compliance](https://www.process.st/dora-compliance-software/) - Meet DORA requirements with structured workflows for ICT risk, incident tracking, vendor oversight, and resilience testing. Process Street powers full regulatory alignment.
- [Document management](https://www.process.st/document-management-software/) - Centralize policies, enforce version control, and stay audit-ready. Process Street helps you manage document reviews, approvals, and acknowledgments with built-in workflows.
- [Document control](https://www.process.st/document-control-software/) - Centralize SOPs, track approvals, and stay audit-ready. Process Street helps you control document versions, reviews, and acknowledgments with automation and visibility.
- [Custom workflows](https://www.process.st/custom-workflows/) - Build and run custom workflows for any team or process. With Process Street, automate tasks, track execution, and enforce accountability at scale.
- [Corporate listings](https://www.process.st/corporate-listings-software/) - Standardize listing workflows, manage documentation, and stay listing-ready. Process Street helps legal and governance teams streamline compliance and reduce risk.
- [Change request](https://www.process.st/change-request-software/) - Standardize change control workflows, manage approvals, and maintain full traceability. Process Street helps you reduce risk and stay audit-ready with every change.
- [Change management](https://www.process.st/change-management-software/) - Standardize change workflows, enforce approvals, and track execution in real time. Process Street helps teams manage change with confidence and full traceability.
- [CAPA](https://www.process.st/capa-software/) - Standardize CAPA workflows, track root cause investigations, and maintain audit-ready records. Process Street helps teams close the loop on every issue.
- [Building inspection](https://www.process.st/building-inspection-software/) - Automate building inspections, document every step, and trigger follow-ups with Process Street. Ensure safety, compliance, and audit readiness across properties.
- [Budgeting & reporting](https://www.process.st/budgeting-reporting-software/) - Automate budgeting workflows, enforce financial approvals, and track reporting status in real time. Process Street helps finance teams close faster and prove accuracy.
- [BCMS](https://www.process.st/bcms-software/) - Run ISO 22301-aligned continuity programs with Process Street’s BCMS Software. Automate testing, assign incident roles, track readiness, and prove resilience.
- [Batch record review](https://www.process.st/batch-record-review-software/) - Automate batch record reviews, enforce data integrity, and reduce release delays with Process Street. Track sign-offs, launch CAPAs, and stay audit-ready with Cora.
- [AUSTRAC compliance](https://www.process.st/austrac-compliance-software/) - Automate AUSTRAC reporting and AML/CTF workflows with Process Street. Assign tasks, log actions, and prove compliance with Cora, your AI compliance engine.
- [Audit readiness](https://www.process.st/audit-readiness-software/) - Stay prepared for any audit with automated workflows, live tracking, and AI-powered evidence collection. Process Street keeps your team audit-ready year-round.
- [Audit preparation](https://www.process.st/audit-preparation-software/) - Organize tasks, collect documentation, and prove audit readiness year-round. Process Street’s audit preparation software simplifies compliance with AI-powered workflows.
- [Regulatory affairs](https://www.process.st/teams/regulatory-affairs/) - Process Street’s regulatory affairs workflow software standardizes submissions, manages documentation, and enforces compliance with audit-ready logs. Run regulatory operations with precision and speed.
- [Quality assurance](https://www.process.st/teams/quality-assurance/) - Process Street’s quality assurance workflow software enforces QA procedures, logs results, and ensures compliance with audit-ready records. Standardize inspections and scale quality with confidence.
- [Professional services](https://www.process.st/teams/professional-services/) - Process Street’s professional services workflow software automates client onboarding, enforces SLAs, and ensures compliance with audit-ready logs. Standardize delivery and scale services with confidence.
- [Procurement](https://www.process.st/teams/procurement/) - Process Street’s procurement workflow software automates purchase requests, tracks vendor onboarding, and enforces compliance with audit-ready records. Standardize procurement while reducing risk and delays.
- [People operations](https://www.process.st/teams/people-operations/) - Process Street’s people operations software standardizes onboarding, automates HR tasks, and enforces compliance with audit-ready logs. Run scalable, consistent employee programs with confidence.
- [Partner operations](https://www.process.st/teams/partner-operations/) - Process Street’s partner operations software standardizes onboarding, manages partner workflows, and enforces compliance with audit-ready tracking. Run scalable, consistent partner programs with confidence.
- [M&A integration](https://www.process.st/teams/ma-integration/) - Streamline M&A integrations with Process Street. Standardize playbooks, track cross-functional execution, and maintain compliance with audit-ready logs. Deliver faster outcomes from Day 1.
- [Legal](https://www.process.st/teams/legal/) - Process Street’s legal workflow software helps you standardize contract reviews, enforce policy adherence, and generate audit-ready proof of compliance. Streamline approvals and reduce risk.
- [Learning & development](https://www.process.st/teams/learning-development/) - Process Street’s L&D workflow software helps you assign training, track completion, and generate audit-ready proof for compliance. Standardize onboarding, certifications, and role-based training.
- [IT & security](https://www.process.st/teams/it-security/) - Process Street helps IT and security teams automate access reviews, standardize incident response, and meet SOC 2, ISO 27001, and HIPAA compliance with audit-ready workflows.
- [Innovation](https://www.process.st/teams/innovation/) - Turn ideas into execution with Process Street. Innovation operations software that standardizes rollouts, enforces compliance, and tracks adoption across the enterprise.
- [Facilities management](https://www.process.st/teams/facilities-management/) - Run inspections, automate maintenance, and enforce OSHA, ISO 41001, and safety standards. Process Street’s facilities management software keeps operations audit-ready and compliant.
- [Engineering](https://www.process.st/teams/engineering/) - Standardize dev workflows, automate handoffs, and meet SOC 2, ISO 27001, or internal controls. Process Street helps engineering teams ship fast while staying audit-ready.
- [Customer success](https://www.process.st/teams/customer-success/) - Standardize onboarding, track engagement, and keep every account audit-ready. Process Street helps CS teams deliver consistent results while meeting compliance requirements.
- [Customer operations](https://www.process.st/teams/customer-operations/) - Standardize customer onboarding, track SLAs, and stay audit-ready with automated workflows. Process Street ensures customer operations are consistent, accountable, and compliant.
- [Change management](https://www.process.st/teams/change-management/) - Standardize change rollouts, enforce adoption, and maintain compliance with guided workflows. Process Street keeps every change accountable and audit-ready.
- [Business transformation](https://www.process.st/teams/business-transformation/) - Turn strategy into execution with workflows that standardize change, scale adoption, and track results. Process Street powers business transformation for 3000+ teams.
- [Business operations](https://www.process.st/teams/business-operations/) - Standardize processes, automate recurring tasks, and scale operations without extra headcount. Process Street powers business operations for 3000+ teams.
- [Audit](https://www.process.st/teams/audit/) - Run internal audits, collect evidence in real time, and track readiness year-round. Process Street helps teams prove compliance without last-minute scrambles.
- [Sales](https://www.process.st/teams/sales/) - Accelerate sales with Process Street. Automate your playbook, integrate with your CRM, improve collaboration, and gain insights to close more deals, faster.
- [Marketing](https://www.process.st/teams/marketing/) - Process Street’s marketing workflow software helps you standardize campaigns, streamline approvals, enforce brand and compliance checks, and launch faster with audit-ready workflows.
- [Investor relations](https://www.process.st/teams/investor-relations/) - Automate investor relations with Process Street. Manage compliance, stakeholder communication, reporting, and events while improving accuracy and transparency.
- [Operations](https://www.process.st/teams/operations/) - Process Street’s operations management software standardizes workflows, automates execution, and enforces accountability. Maintain compliance with built-in audit trails while scaling operations with confidence.
- [Utilities](https://www.process.st/industries/utilities/) - Power safer, compliant utility operations with Process Street. Automate inspections, enforce OSHA and EPA protocols, and manage permitting, outages, and field workflows—with audit-ready processes across energy, water, and telecom.
- [Transport](https://www.process.st/industries/transport/) - Keep transport operations running smoothly with Process Street. Automate dispatch, streamline inspections, enforce DOT and FMCSA compliance, and manage training and incidents—with workflows built for speed and safety.
- [Telecommunications](https://www.process.st/industries/telecommunications/) - Optimize telecom operations with Process Street. Automate provisioning, streamline compliance with FCC and CPNI, and manage field service, onboarding, and support workflows—on one platform built for scale.
- [Strata management](https://www.process.st/industries/strata-management/) - Automate strata operations with Process Street. Our strata industry solution helps enforce compliance, streamline AGMs, vendor coordination, and reporting—without admin overload.
- [SaaS](https://www.process.st/industries/saas/) - Streamline SaaS operations with Process Street. Our SaaS industry solution automates onboarding, audits, compliance workflows, and playbook execution—without adding headcount.
- [REITs](https://www.process.st/industries/reits/) - Automate REIT compliance, reporting, and asset operations with Process Street. Our REIT industry solution tracks every task, approval, and document for audit-ready execution.
- [Real estate operations](https://www.process.st/industries/real-estate-operations/) - Streamline real estate operations and enforce compliance with Process Street. Automate leasing, HR, vendor management, and audits with a real estate industry solution built to scale.
- [Real estate](https://www.process.st/industries/real-estate/) - Automate real estate operations with Process Street. Our real estate industry solution streamlines onboarding, inspections, reporting, and compliance—AI-powered, no-code, and audit-ready.
- [PropTech](https://www.process.st/industries/proptech/) - Automate internal operations with Process Street’s PropTech industry solution. Manage onboarding, compliance, support, and audits with scalable, no-code workflows—purpose-built for fast-growing PropTech teams.
- [Property development](https://www.process.st/industries/property-development/) - Manage compliant property development projects with Process Street’s industry solution. Automate permits, inspections, approvals, and contractor workflows—all audit-ready and fully customizable for your development team.
- [Pharmaceuticals](https://www.process.st/industries/pharmaceuticals/) - Automate GMP workflows, batch record tracking, and supplier oversight. Process Street’s pharmaceutical industry solution helps teams stay audit-ready and compliant with FDA, EMA, ISO, and global GxP standards.
- [Packaging](https://www.process.st/industries/packaging/) - Automate SOPs, quality checks, and supplier compliance. Process Street’s packaging industry solution helps manufacturers meet ISO, GMP, and customer standards—streamlining audits and operations.
- [Oil and gas](https://www.process.st/industries/oil-and-gas/) - Automate safety, inspections, and audits. Process Street helps oil and gas teams enforce procedures and stay compliant with OSHA, EPA, PHMSA, and more.
- [Medical devices](https://www.process.st/industries/medical-devices/) - Automate QMS and prove compliance. Process Street helps medical device teams enforce SOPs, manage CAPAs, and stay audit-ready for FDA and ISO 13485.
- [Manufacturing](https://www.process.st/industries/manufacturing/) - Automate SOPs and compliance. Process Street helps manufacturing teams enforce QMS, track CAPAs, and meet ISO 9001—without manual overhead.
- [Logistics](https://www.process.st/industries/logistics/) - Streamline logistics. Process Street helps teams automate dispatch, warehouse, and fleet workflows—enforcing SOPs and staying compliant from inbound to final mile.
- [Life sciences](https://www.process.st/industries/life-sciences/) - Stay inspection-ready. Process Street helps life sciences teams automate SOPs, CAPAs, audits, and training to meet FDA, GxP, and ISO 13485 standards—without adding complexity.
- [Legal services](https://www.process.st/industries/legal-services/) - Streamline your legal operations. Process Street helps law firms and legal ops teams automate workflows for client intake, document review, conflict checks, audits, and more—without sacrificing compliance or control.
- [InsurTech](https://www.process.st/industries/insurtech/) - Scale your InsurTech operations with confidence. Process Street automates policy workflows, underwriting, audits, and customer onboarding—so you stay lean, fast, and compliant without sacrificing control.
- [Insurance](https://www.process.st/industries/insurance/) - Streamline insurance operations with Process Street. Automate claims processing, policy workflows, underwriting, and audits to deliver consistent service, reduce risk, and track every task—all in one platform.
- [HVAC](https://www.process.st/industries/hvac/) - Standardize HVAC service and maintenance operations with Process Street. Automate technician workflows, safety procedures, and service documentation—making every job trackable and audit-ready without paperwork headaches.
- [HOA management](https://www.process.st/industries/hoa-management/) - Bring clarity and control to HOA operations. Process Street helps managers automate homeowner requests, vendor coordination, board prep, and financial tasks—making every process trackable and easy to manage.
- [Hedge funds](https://www.process.st/industries/hedge-funds/) - Process Street helps hedge funds automate compliance workflows for trade approvals, KYC/AML, regulatory filings, and investor onboarding. Maintain audit-ready operations with speed and control.
- [HealthTech](https://www.process.st/industries/healthtech/) - Scale operations and prove execution with automated workflows built for HIPAA, SOC 2, and HITRUST standards. Process Street helps HealthTech teams enforce policies, manage risk, and stay audit-ready—without slowing innovation.
- [Government](https://www.process.st/industries/government/) - Bring structure, speed, and accountability to government workflows. Process Street helps agencies automate processes, manage tasks, and deliver faster service—without paper forms or manual follow-ups.
- [Food and beverage](https://www.process.st/industries/food-and-beverage/) - Run your food and beverage operations by the book. Process Street helps teams automate SOPs, enforce safety protocols, and stay audit-ready for HACCP, FDA, SQF, and more—ensuring every product and process is done right, every time.
- [Facilities management](https://www.process.st/industries/facilities-management/) - Keep your buildings compliant, efficient, and audit-ready. Process Street helps facilities teams automate maintenance, manage vendors, and enforce safety protocols—without the chaos of manual processes.
- [Energy](https://www.process.st/industries/energy/) - Stay audit-ready while keeping operations running. Process Street helps energy teams automate compliance workflows, enforce safety protocols, and standardize processes across generation, transmission, and field operations.
- [Electronics](https://www.process.st/industries/electronics/) - Enforce SOPs, track inspections, and meet ISO, RoHS, and IPC standards. Process Street helps electronics manufacturers streamline compliance and quality—without slowing down production.
- [Education](https://www.process.st/industries/education/) - Automate student onboarding, faculty workflows, and accreditation tasks. Process Street helps education teams streamline operations, enforce policies, and stay compliant—without the manual busywork.
- [Crypto](https://www.process.st/industries/crypto/) - Stay secure, compliant, and audit-ready with crypto compliance software from Process Street. Automate KYC, AML, exchange ops, and audit prep—without slowing your team down.
- [Consumer software](https://www.process.st/industries/consumer-software/) - Run faster, smarter software operations with Process Street. Automate GTM, support, and compliance workflows to drive growth without chaos—while scaling with consistency and control.
- [Consumer goods](https://www.process.st/industries/consumer-goods/) - Streamline CPG operations with Process Street. Automate SOPs, enforce quality and labeling compliance, and manage audits and suppliers—while scaling production without risk.
- [Construction](https://www.process.st/industries/construction/) - Keep every job on track with Process Street. Automate field reports, manage safety and subcontractors, and standardize workflows for efficient, compliant construction operations.
- [Commercial real estate](https://www.process.st/industries/commercial-real-estate/) - Streamline CRE operations with Process Street. Automate tenant onboarding, manage leases, enforce compliance, and coordinate vendors—across every asset, team, and process.
- [Chemicals](https://www.process.st/industries/chemicals/) - Support chemical operations with Process Street. Automate SOPs, enforce OSHA, EPA, and ISO standards, and maintain audit-ready workflows across production, safety, and quality.
- [Broker-Dealer](https://www.process.st/industries/broker-dealer/) - Streamline compliance with Process Street. Automate FINRA and SEC workflows, manage supervisory controls, and stay audit-ready—without slowing down operations.
- [Biotechnology](https://www.process.st/industries/biotechnology/) - Automate GxP workflows, CAPA, and audits with biotechnology compliance software built for execution. Process Street helps biotech teams enforce SOPs, track validations, and stay inspection-ready—at scale.
- [Banking](https://www.process.st/industries/banking/) - Automate KYC, audits, and SOPs with banking operations software that enforces compliance by default. Process Street helps banks standardize workflows, reduce risk, and stay audit-ready—no code required.
- [Automotive](https://www.process.st/industries/automotive/) - Automate IATF 16949 and ISO/TS 16949 workflows with automotive compliance software built for operational precision. Enforce SOPs, manage audits, and streamline supplier approvals—without code.
- [Agriculture](https://www.process.st/industries/agriculture/) - Standardize safety checks, equipment maintenance, and regulatory compliance. Process Street automates agricultural workflows to keep your operations efficient and audit-ready.
- [Aerospace](https://www.process.st/industries/aerospace/) - Automate AS9100, FAA, and ISO workflows with aerospace compliance software that proves every step. Process Street enforces procedures, logs evidence, and keeps you audit-ready.
- [Tech](https://www.process.st/industries/tech/) - Enable tech teams to move faster with Process Street. Automate workflows, manage onboarding, ensure compliance, and scale operations without losing quality.
- [Consulting](https://www.process.st/industries/consulting/) - Support consistent project delivery with Process Street. Automate client onboarding, manage compliance, and optimize workflows to improve efficiency and results.
- [Fintech](https://www.process.st/industries/fintech/) - Drive fintech growth with Process Street. Automate onboarding, KYC, reporting, and compliance tasks to improve efficiency, speed up service, and reduce risk.
- [Public sector](https://www.process.st/industries/public-sector/) - Support government operations with Process Street. Automate tasks, standardize procedures, and maintain compliance to improve service delivery and oversight.
- [Corporate VC](https://www.process.st/industries/corporate-vc/) - Empower corporate venture capital with Process Street. Automate due diligence, manage risk, and ensure compliance to support innovation and strategic growth.
- [Family office](https://www.process.st/industries/family-office/) - Enforce control, compliance, and continuity. Process Street helps family offices automate workflows, manage documentation, and maintain operational discipline—without relying on spreadsheets or scattered communication.
- [Investment banking](https://www.process.st/industries/investment-banking/) - Optimize investment banking operations with Process Street. Automate workflows, manage audits, and maintain compliance to support faster, more accurate deal-making.
- [Capital markets](https://www.process.st/industries/capital-markets/) - Run compliant capital markets operations with Process Street. Automate KYC, trade surveillance, disclosures, and investor reporting with AI-enforced, audit-ready workflows.
- [Private equity](https://www.process.st/industries/private-equity/) - Streamline deal execution, portfolio onboarding, and investor reporting with Process Street’s private equity industry solution. Automate compliance and scale operations with audit-ready workflows across funds and portfolio companies.
- [Real estate investment trusts](https://www.process.st/industries/real-estate-investment-trusts/) - Improve REIT operations with Process Street. Automate workflows, manage audits, and maintain compliance to increase asset performance and investor trust.
- [Venture capital](https://www.process.st/industries/venture-capital/) - Venture capital compliance software powered by AI. Automate workflows, enforce standards, and monitor execution in real time with our AI compliance agent.
- [Financial services](https://www.process.st/industries/financial-services/) - Run financial services operations automatically and audit-ready. Process Street automates workflows, tracks every step, and enforces standards—powered by AI to keep your teams agile and secure.
- [Responsible Disclosure Policy](https://www.process.st/responsible-disclosure/) - Responsible Disclosure Policy Process Street understands that protection of customer data is a significant responsibility and requires our highest priority. We therefore take the security of our systems extremely seriously, and we genuinely value the assistance of security researchers and others in the security community to assist in keeping our systems secure. The responsible disclosure
- [What Is Compliance Operations? The Complete Guide](https://www.process.st/what-is-compliance-operations/) - Compliance operations is the discipline of embedding compliance into the way work actually gets done. It connects policies, procedures, and controls directly to the workflows teams run every day. It ensures proof is created automatically as tasks are completed. Instead of being stored in binders or wikis, standards become part of execution. Instead of audits
- [About](https://www.process.st/about/) - About Us At Process Street, we believe compliance is not a tax on growth, it is the engine of it. We started with a simple idea: processes should empower teams, not slow them down. The tools most businesses relied on were clunky, built for IT, and left frontline teams buried in endless clicks. So we
- [Docs](https://www.process.st/product/docs/) - Create, manage, and automate policies and SOPs with Docs from Process Street. Enforce version control, track approvals, and maintain audit-ready documentation.
- [Cora](https://www.process.st/product/cora/) - Meet Cora, the AI compliance agent from Process Street. Monitor workflows, flag risks, track execution, and prove compliance automatically—with audit-ready logs and intelligent insights built in.
- [Email Domains](https://www.process.st/email-domains/) - The following email domains (and all their subdomains) are owned and used by Process Street to send emails: process.st (for corporate emails & app notification emails) processpartners.st (for emails from official partners) process-street.com (for marketing emails) process-street-mail.com (for emails sent on behalf of our customers)
- [The Hidden Costs of Compliance Fire Drills](https://www.process.st/the-hidden-costs-of-compliance-fire-drills/) - Every compliance leader knows the scene: it’s audit season, a regulator review, or a client due diligence request, and suddenly, everything else stops. Your best people get pulled off their day jobs to chase documents, find signatures, and prove processes that should already be visible. The real cost isn’t the possible fine or the audit.
- [Compliance as Proof of Control Not Just Paperwork](https://www.process.st/compliance-as-proof-of-control/) - A policy binder looks great on the shelf. But when regulators, auditors, or clients come knocking, they’re not impressed by how many documents you can produce. They’re looking for proof. Proof that policies aren’t just written, but executed. Proof that controls are applied consistently. Proof that your organization is in control and thus, trustworthy. And
- [From Frameworks to Daily Execution: Making ISO, HIPAA, and FINRA Actually Work](https://www.process.st/frameworks-to-execution/) - Most organizations already have the right frameworks in place: ISO 9001, HIPAA, SOX, FINRA. But the real challenge isn’t adoption – It’s execution on a daily basis. Policies sit neatly in folders and shared drives, but on the ground, people don’t always follow them. Steps get skipped. Processes vary from team to team. And adherence
- [Security](https://www.process.st/security/) - Process Street keeps your data secure with SOC 2 Type II, GDPR, HIPAA, and CCPA compliance. Enterprise-grade encryption, AI controls, and 24/7 reliability.
- [Ops](https://www.process.st/product/ops/) - Run compliant operations at scale with Ops from Process Street. Automate workflows, enforce policies, track tasks, and prove execution with full audit trails.
- [Use cases](https://www.process.st/use-cases/) - Explore compliance-focused workflow use cases with Process Street. From audits and risk management to quality control and regulatory adherence, streamline critical processes with automation and audit-ready tracking.
- [Teams](https://www.process.st/teams/) - Process Street helps teams run with confidence. Standardize workflows, automate tasks, and ensure compliance across HR, finance, IT, legal, marketing, and every department.
- [Environmental, health & safety](https://www.process.st/environmental-health-safety/)
- [35 of the Best Risk Management Software for 2024](https://www.process.st/best-risk-management-software/) - Find the perfect risk management software to protect your company from potential threats and vulnerabilitie
- [Top 25+ Facilities Management Software Changing the Game in 2024  ](https://www.process.st/best-facilities-management-software/) - Discover the Top 25+ Facilities Management Software Changing the Game in 2024 to enhance asset performance and revolutionize maintenance practices.
- [16 Powerful Document Management Software To  Try In 2024!](https://www.process.st/best-document-management-software/) - Picking the right document management software can be daunting, but this guide will walk you through the whole process (plus features to look out for!)
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- [Why AI-Driven Compliance Is Becoming a Strategic Imperative and How to Get It Right](https://www.process.st/ai-driven-compliance/) - For leaders navigating today’s complex risk environment, compliance has shifted from a functional necessity to a strategic lever. But while the volume of regulatory requirements continues to grow, many compliance systems remain reactive and largely manual, catching problems after they happen rather than preventing them, and requiring too much time and effort to handle. This
- [Asset Management Software | Process Street the Compliance Operations Platform](https://www.process.st/industries/asset-management/) - Automate compliance with asset management software built for fund operations. Process Street enforces your workflows, tracks every step, and keeps you audit-ready by default.
- [Industries](https://www.process.st/industries/) - Explore how Process Street powers compliance and execution across industries. From finance to healthcare, automate workflows, enforce policies, and scale operations with confidence.
- [How To Edit Docusign After Signing](https://www.process.st/how-to/edit-docusign-after-signing/) - Learn how to edit Docusign after signing with this concise guide on how to make changes to your documents using Docusign's editing features.
- [Pricing](https://www.process.st/pricing/) - See all of our pricing plans and packages here. Try out any plan for free, no credit card required. Have questions? Chat with our world-class support.
- [Enterprise](https://www.process.st/enterprise/) - Scale with Process Street Enterprise—AI-powered, secure, and compliant workflow management with audit trails and advanced user controls.
- [Customers](https://www.process.st/customers/) - Discover how leading companies use Process Street to improve onboarding, compliance, and operations. Real case studies from tech, finance, real estate & more.
- [Compliant Process & Project Management](https://www.process.st/compliance/) - Process Street is committed to data privacy and security. We comply with GDPR, SOC 2 Type II, HIPAA, CCPA, and AWS CIS standards—protecting your workflows and information.
- [Jobs](https://www.process.st/jobs/) - Help us make work fun, fast, and faultless. Join Process Street’s fully remote team and build workflow software used by 3,000+ companies worldwide.
- [SOP software](https://www.process.st/standard-operating-procedure-software/) - Create, manage, and track SOPs with Process Street. Automate approvals, reduce errors, and ensure compliance with centralized, no-code workflows.
- [Six Sigma software](https://www.process.st/business-process-management-software/six-sigma/) - Support Six Sigma initiatives with Process Street. Define, document, and improve processes using no-code workflows, approvals, and audit-ready reports.
- [Sales software](https://www.process.st/workflow-software/sales/) - Guide your sales pipeline with Process Street. Document workflows, automate approvals, track progress, and ensure compliance at every stage of the sales process.
- [Process documentation software](https://www.process.st/business-process-management-software/process-documentation/) - Document and manage SOPs with Process Street. Ensure compliance, improve team coordination, and keep processes up to date with centralized, no-code workflows.
- [Onboarding software](https://www.process.st/onboarding-software/) - Maximize new hire productivity with Process Street’s onboarding software. Automate workflows, reduce errors, and track progress in real time for consistent results.
- [Marketing software](https://www.process.st/workflow-software/marketing/) - Boost campaign performance with Process Street’s marketing workflow software. Standardize tasks, automate approvals, reduce errors, and drive consistent results.
- [Human resources software](https://www.process.st/workflow-software/human-resources-hr/) - Support employees with Process Street's HR software. Automate onboarding, approvals, and HR tasks while ensuring compliance and boosting collaboration and efficiency.
- [Form automation software](https://www.process.st/form-automation-software/) - Automate form creation and approvals with Process Street. Improve accuracy, reduce manual work, and ensure compliance with logic-driven workflows and audit trails.
- [BPM software](https://www.process.st/business-process-management-software/) - Boost team productivity with Process Street’s no-code BPM software. Automate tasks, reduce errors, and gain real-time insights to optimize business operations.
- [Approval software](https://www.process.st/approval-software/) - Speed up decisions with Process Street approval software. Automate task reviews, reduce errors, and manage approvals from email, mobile, Slack, or web.
- [Workflow software](https://www.process.st/workflow-software/) - Build fast, flexible workflows with Process Street. Automate tasks, assign roles, track progress, and cut costs—all with simple, no-code workflow software.
- [Integrations](https://www.process.st/platform/integrations/) - Integrate Process Street with tools like Slack, Salesforce, and Google Sheets. Use native automations, API, webhooks, and Zapier to eliminate manual tasks.
- [Apps](https://www.process.st/platform/apps/) - Access workflows anywhere with Process Street’s suite of apps for iOS, Android, Slack, Teams, and more. Stay productive and automate tasks on the go.
- [Analytics](https://www.process.st/platform/analytics/) - Visualize performance and identify bottlenecks with Process Street Analytics. Use dashboards, charts, and BI integrations to drive better decisions.
- [Automations](https://www.process.st/platform/automations/) - Automate recurring tasks with Process Street. Use scheduling, logic, dynamic due dates, and email triggers to reduce busywork and improve team efficiency.
- [Pages](https://www.process.st/product/pages/) - Create, customize, and securely share process docs with Process Street Pages. Keep team knowledge up to date and link directly from workflows.
- [Forms](https://www.process.st/product/forms/) - Collect structured data with customizable forms. Trigger workflows, reduce manual entry, and automate processes with conditional logic and seamless integrations.
- [Data Sets](https://www.process.st/product/data-sets/) - Centralize business-critical data with Process Street Data Sets. Power accurate workflows, reduce manual input, and connect your tools with auto-fill, variables, and integrations.
- [Workflows](https://www.process.st/product/workflows/) - Automate, track, and optimize your workflows with Process Street. Use conditional logic, approvals, integrations, and more to streamline operations and boost efficiency.
- [Projects](https://www.process.st/product/projects/) - Coordinate all your team’s projects in one place with Process Street. Break work into tasks, link to workflows, customize views, and stay compliant—no more scattered tools or inboxes.
- [AI compliance agent](https://www.process.st/platform/ai-compliance-agent/) - Meet Cora — the AI compliance agent built for speed, clarity, and control. Automate policies, procedures, and audits with precision and stay aligned with ISO, HIPAA, SOC 2, and more.
- [QMS](https://www.process.st/product/qms/) - Reimagine quality management with Process Street’s AI-powered QMS. Automate ISO compliance, streamline audits, and embed continuous improvement across your organization.
- [DMS](https://www.process.st/product/dms/) - Discover Process Street’s Document Management System — powered by AI. Automate compliance, manage policies and SOPs, and stay audit-ready with ease.
- [Partners](https://www.process.st/partners/) - Join Process Street's partner programs (Solutions, Referral, Tech) to amplify your impact, accelerate client success, and grow your bottom line. Become a partner today!
- [Referral Partners](https://www.process.st/referral-partners/) - Become a Process Street Referral Partner. Earn commissions by recommending our leading AI platform for work, documents, and compliance management.
- [Solutions Partners](https://www.process.st/solutions-partners/) - Join the Process Street Solutions Partner Program to deliver AI-powered compliance, workflow automation, and document management solutions. Help clients mitigate risk and generate new revenue.
- [Find a partner](https://www.process.st/find-a-partner/) - Connect with certified Process Street partners for expert AI workflow design, implementation, training & compliance consulting tailored to regulated industries.
- [Privacy Policy](https://www.process.st/privacy/) - Privacy Policy Last updated: Feb 12th, 2025. Effective date: Feb 12th, 2025. You can see our previous Privacy Policy here. This Privacy Policy describes Process Street, Inc.’s (here forth known as Process Street) policies and procedures on the collection, use, and disclosure of your information when you use the Process Street Service. We will not use
- [Process Street vs Appian](https://www.process.st/process-street-vs-appian/) - Compare Process Street vs Appian: Process Street offers AI-powered no-code workflows, while Appian requires engineering-heavy custom development. Find the best fit for your team.
- [Process Street vs Asana](https://www.process.st/process-street-vs-asana/) - Compare Process Street vs Asana: Process Street delivers AI-powered compliance workflows, while Asana focuses on basic project management. See which platform is right for you.
- [Process Street vs ClickUp](https://www.process.st/process-street-vs-clickup/) - Compare Process Street vs ClickUp: Process Street offers AI-powered compliance automation, while ClickUp is a flexible work platform. See which solution fits your business needs.
- [Process Street vs Jira](https://www.process.st/process-street-vs-jira/) - Compare Process Street vs Jira: Process Street offers AI-powered compliance and workflow automation, while Jira is built for software development. See which platform fits your needs.
- [Process Street vs Kissflow](https://www.process.st/process-street-vs-kissflow/) - Compare Process Street vs Kissflow: Process Street offers intuitive, no-code compliance workflows, while Kissflow requires complex low-code development. See which platform fits your needs.
- [Process Street vs MasterControl](https://www.process.st/process-street-vs-mastercontrol/) - Compare Process Street vs MasterControl: Process Street offers AI-powered workflow automation, while MasterControl focuses on document management. See which fits your needs.
- [Process Street vs Monday](https://www.process.st/process-street-vs-monday/) - Compare Process Street vs Monday.com: Process Street delivers AI-powered compliance and dynamic workflows; Monday.com offers basic project management.
- [Process Street vs Next Matter](https://www.process.st/process-street-vs-next-matter/) - Compare Process Street vs Next Matter: Process Street offers advanced compliance and workflow automation, while Next Matter delivers basic capabilities.
- [Process Street vs Nintex](https://www.process.st/process-street-vs-nintex/) - Compare Process Street vs Nintex: Process Street offers intuitive no-code workflow automation and compliance, while Nintex requires complex technical setup and engineering support.
- [Process Street vs Pipefy](https://www.process.st/process-street-vs-pipefy/) - Compare Process Street vs Pipefy: Process Street delivers AI-powered workflow and compliance automation for regulated industries, while Pipefy uses basic Kanban ticket management.
- [Process Street vs ProcessMaker](https://www.process.st/process-street-vs-processmaker/) - Compare Process Street vs ProcessMaker: See how Process Street's no-code, AI-driven compliance and workflow automation outmatches ProcessMaker's complex engineering setup.
- [Process Street vs Scribe](https://www.process.st/process-street-vs-scribe/) - Compare Process Street vs Scribe: Process Street is an enterprise workflow and compliance platform, while Scribe offers basic screen recording for process documentation.
- [Process Street vs Smartsheet](https://www.process.st/process-street-vs-smartsheet/) - Compare Process Street vs Smartsheet: Process Street offers AI-powered compliance & workflow automation, while Smartsheet delivers spreadsheet-based project management.
- [Process Street vs SmartSuite](https://www.process.st/process-street-vs-smartsuite/) - Compare Process Street vs SmartSuite: Process Street delivers AI compliance & workflow automation, while SmartSuite offers spreadsheet project management.
- [Process Street vs SweetProcess](https://www.process.st/process-street-vs-sweetprocess/) - Compare Process Street vs SweetProcess: Process Street delivers AI-powered compliance and workflow automation, while SweetProcess offers basic SOP management.
- [Process Street vs Tallyfy](https://www.process.st/process-street-vs-tallyfy/) - Compare Process Street vs Tallyfy: Process Street offers AI-powered compliance and workflow automation, while Tallyfy provides basic checklist functionality.
- [Process Street vs Trainual](https://www.process.st/process-street-vs-trainual/) - Compare Process Street vs Trainual: Process Street offers compliance-ready SOP and workflow management, while Trainual provides basic training documentation.
- [Process Street vs Whale](https://www.process.st/process-street-vs-whale/) - Compare Process Street vs Whale: Process Street offers AI-powered compliance and workflow automation, while Whale delivers basic SOP and checklist management.
- [Process Street vs Wrike](https://www.process.st/process-street-vs-wrike/) - Compare Process Street vs Wrike: Process Street delivers AI-powered compliance and workflow automation while Wrike offers traditional project management.
- [Process AI](https://www.process.st/platform/ai/) - Process AI is the worlds leading AI powered process management platform. Our deep ChatGPT and LLM models allow you to create, manage and automate any recurring process for your team.
- [Product](https://www.process.st/product/) - Process Street is the collaboration platform for teams that care about quality & compliance. Projects, Workflows, Policies, Forms & Data. Stay ISO, SOC, HIPPA & FINRA compliant with Process Street.
- [Write for the Process Street Blog: Guest Posting Guidelines](https://www.process.st/write-for-process-street/) - So you want to write a guest post… Awesome! We love guest posts. But we’re very picky about what we publish. (Our blog gets over 500k page views per month, plus our 150k email subscribers. I don’t know if you’re counting, but that’s a lot of eyeballs. ) Read on to find out everything you
- [10 Best Client Onboarding Software (with Definition, Benefits, & Features)](https://www.process.st/10-best-client-onboarding-software/) - Revolutionize Your Client Onboarding Process with Client Onboarding Software | Streamline Onboarding, Save Time, and Reduce Errors
- [The Best Employee Onboarding Tools for New Hires](https://www.process.st/employee-onboarding-tools/) - Looking for a new solution for employee onboarding? We've got the top 20 best employee onboarding tools for onboarding new hires.
- [20 Best Quality Management Software](https://www.process.st/quality-management-software/) - Discover the Top 20 Quality Management Software Solutions for Your Business | Streamline Quality Processes, Track Metrics, and Ensure Compliance
- [The Best Workflow Management System to Streamline Operations](https://www.process.st/workflow-management-system/) - Your ultimate workflow management system buyer's guide. Everything you need to know, from feature breakdowns, benefits, examples, & more.
- [The Best Customer Success Software of 2023](https://www.process.st/customer-success-software/) - Are you looking for customer success software? This list of the 20 best CS tools will help you reduce churn and delight your customers from day
- [What Are the 5 Venture Capital Stages? The Ultimate Guide](https://www.process.st/venture-capital-stages/) - This comprehensive guide looks at the different venture capital stages to help guide startups from initial growth to potential IPO or acquisition.
- [The Ultimate Workflow Management Software Buyer’s Guide 2024 (40 of the Best Tools)](https://www.process.st/workflow-management-software/) - Workflow management software is important for every business. Here is a combuyer's guide and our top 11 picks for the best platforms on the market.
- [The 30 Best Free Online Project Management Tools for 2024](https://www.process.st/free-online-project-management-tools/) - Are you searching for free online project management tools? This list of the 30 best solutions will help you find the right project management tool for you.
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- [How to Create an Investment Banking Pitchbook](https://www.process.st/investment-banking-pitchbook/) - In this article, we'll explore the essential components of creating an investment banking pitchbook, why it's important, and how you can create one.
- [The 50 Best Project Management Tools for Operational Excellence](https://www.process.st/best-project-management-tools/) - Are you looking for the best project management tools? Our list of the top 18 solutions will help you find a tool that's right for you.
- [A Complete Guide to Business Process Management (BPM)](https://www.process.st/business-process-management/) - Business process management (BPM) optimizes organizational processes for efficiency and productivity. This post breaks BPM down into a comprehensive overview.
- [The Top Process Management Software That Will Make Your Operations Great ](https://www.process.st/process-management-software/) - Picking process management software can be challenging. That's why we've put together this list of the best BPM tools to help make your decision easier.
- [Everything You Need to Know About Venture Capital Regulatory Filings](https://www.process.st/venture-capital-regulatory-filings/) - nderstanding venture capital regulatory filings is key to avoiding legal pitfalls and maintaining trust with regulators and stakeholders.
- [How to Make a Private Equity Investor Pitch Deck](https://www.process.st/private-equity-investor-pitch-deck/) - We’re providing a step-by-step guide to the essential elements of a successful private equity investor pitch deck and how to present them effectively.
- [A Complete Guide to the Venture Capital Investment Process](https://www.process.st/venture-capital-investment-process/) - In this article, we're looking at the venture capital investment process, offering insights to help you successfully attract and secure venture capital funding.
- [How to Make a Pitch Deck for Venture Capital Investors](https://www.process.st/how-to-make-a-pitch-deck-for-venture-capital-investors/) - Knowing how to create a pitch deck for venture capital investors is important. It can help secure the funding needed to take your startup to the next level.
- [The Best Venture Capital Process Management Tools of 2024](https://www.process.st/venture-capital-process-management/) - Are you looking for the best venture capital process management tools to get the most out of your organizational finances? Then this is the right guide for you.
- [FINRA Rule 1240: A Guide to Maintaining Professional Competence](https://www.process.st/finra-rule-1240/) - In this guide, we're looking at FINRA Rule 1240, which outlines the continuing education requirements for registered representatives in the securities industry.
- [Everything You Need to Know About the Investment Advisers Act of 1940](https://www.process.st/advisers-act-of-1940/) - Whether you’re an adviser or an investor, this guide will explain everything you need to know about Investment Advisers Act of 1940.
- [Why Form ADV Is Important for Investment Advisors](https://www.process.st/form-adv/) - Form ADV is an important document serving as a comprehensive disclosure tool and is required for all investment advisers as part of their registration process.
- [How to Master Material Non-Public Information (MNPI): A Step-by-Step Guide](https://www.process.st/material-non-public-information-mnpi/) - Material Non-Public Information (MNPI) is crucial for maintaining the integrity of financial markets. This guide looks at what MNPI is and how to identify it.
- [A Complete Guide to Hedge Fund Operational Due Diligence](https://www.process.st/hedge-fund-operational-due-diligence/) - Hedge fund operational due diligence is vital for investors. This guide looks at everything you need to know to create an effective operational infrastructure.
- [A Practical Guide to Relative Value Arbitrage](https://www.process.st/relative-value-arbitrage/) - Relative value arbitrage is a trading strategy used in the financial markets. In this guide, we will explore the key concepts behind relative value arbitrage.
- [A Complete Guide to Understanding Merger Arbitrage Hedge Funds](https://www.process.st/merger-arbitrage-hedge-funds/) - Merger arbitrage hedge funds are a notable investment strategy. This guide explores the mechanics of merger arbitrage, its key features, and strategies.
- [Hedge Fund vs Mutual Fund: Which is the Best Investment?](https://www.process.st/hedge-fund-vs-mutual-fund/) - Hedge fund vs mutual fund: Which should you invest in? This article explains the key differences and the strategies associated with each investment.
- [The Ultimate Buy-Side M&A Due Diligence Checklist You Need Today!](https://www.process.st/buy-side-ma-due-diligence-checklist/) - Without examining a company's financial health, buying can be risky. This guide helps navigate the key details of the buy-side M&A due diligence checklist.
- [A Guide to the Best Social Venture Capital Firm Processes](https://www.process.st/social-venture-capital-firm-processes/) - In this article, we're looking at social venture capital firm processes and the templates VC firms can use to optimize their operations.
- [25 of the Best Software for Project Management in 2024](https://www.process.st/best-software-for-project-management/) - Discover the top 25 project management tools to boost productivity, streamline tasks, and enhance team collaboration.
- [23 of the Best Business Process Platforms for 2024](https://www.process.st/process-platforms/) - Discover the 23 best business process platforms for effective management, designed to streamline operations, boost efficiency, and drive digital transformation.
- [35 of the Best Workflow Management Tools for 2024](https://www.process.st/best-workflow-management-tools/) - Explore 35 top workflow management tools that can help your team streamline processes, improve collaboration, and boost productivity in 2024.
- [15 of the Best Process Planning Software Tools for 2024](https://www.process.st/process-planning-software/) - Discover the top 15 process planning software tools to streamline workflows, optimize resource allocation, and enhance productivity.
- [20 of the Best Business Process Automation Tools for 2024](https://www.process.st/business-process-automation-tools/) - Explore the top 20 business process automation tools for boosting efficiency and streamlining operations.
- [35 of the Best Task Management Software for 2024](https://www.process.st/task-management-software/) - Top task management tools for 2024 to organize, prioritize, and boost productivity.
- [What is an Automated Workflow System? Ultimate Guide for 2024](https://www.process.st/automated-workflow-system/) - Automated workflow systems streamline tasks, reduce errors, and boost productivity. Discover how they work and the best tools to implement.
- [25 of the Best Project Management Software of 2024](https://www.process.st/best-project-management-software/) - This year's 25 best project management software tools to boost productivity, streamline communication, and track progress, tailored for businesses of all sizes.
- [15 of the Best Finance Automation Software for 2024](https://www.process.st/finance-automation-software/) - Streamline financial operations with top finance automation software tools for invoicing, expense management, payroll, and reporting.
- [15 of the Best Form Builder Tools for 2024](https://www.process.st/form-builder/) - Explore the top form builder tools of 2024, designed for smooth data collection & better work efficiency, for both simple forms and advanced customization!
- [The 10 Best Checklist Builder Tools (Ultimate 2024 Guide)](https://www.process.st/checklist-builder/) - "Explore the top checklist builder tools of 2024 that can boost your productivity and help you stay organized across various tasks and projects.
- [30 of the Best Customizable Workflow Software in 2024](https://www.process.st/customizable-workflow-software/) - "Discover the best customizable workflow software solutions to enhance productivity, streamline processes, and achieve efficiency in your business operations.
- [The Best Wealth Management Solution for 2024](https://www.process.st/wealth-management-solution/) - This is a list of the best wealth management solutions available, for optimal investments, streamlined financial planning, & long-term financial success.
- [The Best Vendor Management Software Solutions for 2024](https://www.process.st/vendor-management-software/) - "Enhance your vendor management process in 2024 with the best software solutions, designed to streamline operations, reduce risks, and improve vendor relationships.
- [15 Best Remote Work Software: Ultimate Guide for 2024](https://www.process.st/remote-work-software/) - Maximize remote work efficiency with the top 15 software tools of 2024, for streamlined communication, collaboration, & productivity for distributed teams.
- [15 Best Operations Tools for Effective Business Management ](https://www.process.st/operations-tools/) - "Optimize your business operations with the right tools to streamline processes, boost productivity, and scale efficiently.
- [The Ultimate Digital Onboarding Guide for 2024](https://www.process.st/digital-onboarding/) - "Streamline new hire and customer integration with digital onboarding tools that enhance efficiency, security, and user experience.
- [A Guide to Effective Wealth Management Integration](https://www.process.st/wealth-management-integration/) - "Optimize your financial strategy with seamless wealth management integration for better efficiency and growth."
- [The Importance of Wealth Management Analytics](https://www.process.st/wealth-management-analytics/) - Optimize financial strategies with wealth management analytics. Gain insights, track portfolios, manage risks, and achieve long-term financial goals.
- [40+ Wealth Management Checklists for Better  Compliance](https://www.process.st/wealth-management-checklists/) - "40+ essential wealth management checklists for efficiency, compliance, and client onboarding. Streamline operations and align with client goals.
- [The Ultimate Guide to Operations Planning Software](https://www.process.st/operations-planning-software/) - Operations planning software can transform how you plan, manage, and optimize daily activities. We've put together the best list of 2024 to help you out.
- [18 Best Small Business Tools (Ultimate List 2024)](https://www.process.st/small-business-tools/) - Optimize your small business in 2024 with these 18 essential tools, designed to streamline operations, boost productivity, and drive growth.
- [20 Free Wealth Management Workflows for Better Compliance](https://www.process.st/wealth-management-workflows/) - Streamline wealth management operations with structured workflows to boost efficiency, ensure compliance, and deliver superior client outcomes.
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- [A Complete Guide to the Asset Management Process (+ Free Templates)](https://www.process.st/asset-management-process/) - Optimize asset management with efficient processes, automation tools, and expert strategies to boost productivity and asset value.
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- [Weighted Average Cost of Capital: Define & How to Calculate](https://www.process.st/weighted-average-cost-of-capital/) - WACC is the average cost of a company's capital from equity and debt, crucial for evaluating investment returns and financial decisions.
- [What is Fintech Wealth Management? Definition, Use Cases, & Benefits](https://www.process.st/fintech-wealth-management/) - Fintech wealth management uses technology to enhance financial services with automated tools like robo-advisors for better accessibility and personalization.
- [10 Best Investment Banking Operations Software (2024 Ultimate Guide)](https://www.process.st/investment-banking-operations-software/) - Investment banking operations software streamlines trading, risk management, and compliance, boosting efficiency and accuracy.
- [Equity Research vs Investment Banking: Complete Overview & Key Differences](https://www.process.st/equity-research-vs-investment-banking/) - Equity research analyzes stocks for investment advice, while investment banking focuses on corporate transactions like mergers and capital raising.
- [Fairness Opinion Methodology: How to Evaluate a Fair Deal](https://www.process.st/fairness-opinion-methodology/) - Fairness opinion methodology assesses the financial fairness of corporate transactions to ensure unbiased and informed decision-making.
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- [What is Comparable Company Analysis? A Simple Intro to CCA](https://www.process.st/comparable-company-analysis/) - Master comparable company analysis (CCA) to accurately assess a company's value by comparing it to similar industry peers for optimal investment and strategy.
- [A Complete Guide to Discounted Cash Flow Valuation](https://www.process.st/discounted-cash-flow-valuation/) - This article guides you through the various techniques of discounted cash flow valuation, offering practical examples to help you understand it better.
- [The Ultimate Guide To Comparing Spin-off Valuation Techniques](https://www.process.st/spin-off-valuation-techniques/) - Understanding the different spin-off valuation techniques is important because it can help businesses streamline operations. Here's what you need to know.
- [How Blockchain Technology in Financial Services  Works](https://www.process.st/blockchain-technology-in-financial-service/) - As a decentralized and immutable ledger, blockchain technology in financial services is becoming increasingly popular. We're breaking down how it works.
- [Asset Management vs Investment Banking: Which is Better?](https://www.process.st/asset-management-vs-investment-banking/) - Asset management vs investment banking: Which is the best? This guide looks at the key differences and considers the benefits.
- [What is Equity Bridge Financing and Why is it Important?](https://www.process.st/equity-bridge-financing/) - In this guide, we're breaking down the functions of equity bridge financing and why it's important for corporate financial success.
- [The Ultimate Handbook on Precedent Transaction Analysis Techniques](https://www.process.st/precedent-transaction-analysis/) - This guide looks at precedent transaction analysis and how it allows analysts to gauge the value of a company based on historical sales of similar entities.
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- [Vendor Onboarding: The Ultimate Guide](https://www.process.st/vendor-onboarding/) - If you’re looking for a comprehensive step-by-step process to guide you to an effective and less time-consuming vendor onboarding, you’re in the right place. Process Street has long been managing vendor onboarding processes and developing ways to make them effortless and less stressful. That’s why we know all the challenges firsthand and want to share
- [Client Onboarding: How To + Examples + Free Workflow Template](https://www.process.st/client-onboarding/) - Your ultimate guide to client onboarding, including a step by step process, a clear definition, examples, and a free template.
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