All posts containing invoice


How To Create a Custom Invoice Generator Using Process Street

How To Create a Custom Invoice Generator Using Process Street

Generating and sending invoices can be a time-consuming process. A properly designed invoice helps a business get paid and provides legal protection for both parties.

Think about it, all the hours and energy you put into completing a project will have an invoice at the end of it. Invoices are the tool that provides freelancers with the ability to receive income. That’s why we over at Process Street sat down and thought up a way to make getting paid even easier; a template which serves as a custom invoice generator.

Never again worry about charging your clients the wrong amount, or even sending them an invoice with an outdated logo or set of information. All you need to do is plug your information into this template and away you go!

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7 Steps To Procurement Management To Optimize Processes Responsible for ~70% of Revenue

procurement management

Procurement directly impacts an organization’s bottom-line and can be responsible for 70% of revenue. With this in mind, it’s important to get procurement right.

The world of procurement has undergone tremendous changes in the past couple of years. Changes of particular importance when thinking about procurement management include:

  • Digital transformation: With 85% of organizations believing that this digital transformation will change the way they deliver services over the next 3-5 years.
  • Thinking about suppliers beyond price: With a greater focus on supplier synergies. The importance of supplier visibility regarding the procurement steps is realized.
  • Moving to effective change management: Organizations focus on a smooth change management plan, with procurement leaders agreeing change management is the biggest roadblock to achieving procurement goals.
  • Risk management and preparing the unexpected: With transparent procurement systems reducing risk exposure. Only 65% of procurement leaders have little or no visibility in their supply chain.

With this in mind, in this Process Street article, we explain how you can create a procurement management solution that leverages a digital transformation (using Process Street as your procurement management software), thinks about suppliers beyond price, and incorporates effective risk and change management.

Click on the relevant subheader below to jump to your section of choice. Alternatively, scroll down to read all we have to say on procurement management.

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How to Use Technology to Overcome Workplace Anxiety-Related Productivity Issues

How to Use Technology to Overcome Anxiety-Related Productivity Issues

This is a guest post by Hazel Bennett, a freelance writer and blogger. She has a degree in communications and lives in Northeastern Ohio. Hazel loves writing about numerous topics and showcasing her expertise with words. Follow Hazel on Twitter.

Those with anxiety know what a struggle it can be to get through each workday. Stress, nervousness, and negative thoughts can wear a person down. As the effects of anxiety begin to take over, workers can lose the focus and motivation necessary to get the job done, leading to productivity and morale problems.

The combination of a high-stress work environment and mental health challenges can result in less-than-satisfactory work performances and unhappy employees. If you’re looking for solutions to keep your company working smoothly and your staff healthy and well, this Process Street post has you covered.

Read on for information about anxiety and how to overcome it with the help of productivity-enhancing technology:

Let’s take a look!
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How to Save 6,000 Hours per Year with Business Systems Development

How to Save 6,000 Hours per Year with Business Systems Development-03 (1)

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, The Elite Consulting Mind and Consulting Success® the book.

You know the feeling; you’d love to take a vacation and a break from your business…

…but there’s no one to handle the day-to-day operations for you.

You’ve built up years of experience, and you feel like you’re the only one who can run the show. I know, because I’ve been there. Early on in my career, I was convinced I could do everything.

I told myself I was better than anyone at the work I did. It would take me too long to train anyone up to my level. I persuaded myself that this was true…but I was wrong. I could have certainly taught someone else – and it would have saved me a lot of time and energy to focus on higher-value work.

Studies indicate that business system documentation can boost productivity and save up to 6,000 hours per year, equating to 2.4 full-time staff positions.

On top of this, documenting systems and processes builds a foundation to train new team members so that your business can run without you involved in the day-to-day operations.

By the end of this Process Street article, you’ll understand why it’s so important to document systems and processes, see some real-life examples and learn how to do it in your business.

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Approvals: How to Streamline Decision-Making in Process Street

Approvals

Major setbacks. Lengthy delays. Unnecessary bottlenecks. When important items aren’t rejected or approved in time, progress is halted.

Take the United States’ government shutdown in 2019.

The shutdown meant the U.S. Small Business Administration – which backs entrepreneurs and small businesses with financial loans – could no longer approve loan applications.

The result? Small businesses turned to high-cost, short-term lenders, entrepreneurs couldn’t buy the necessary products their business relied upon, and the delay itself caused widespread anxiety among those who were relying on loans being granted. Financially-speaking, the lack of approvals caused a delay of $2 billion in SBA lending.

At Process Street (if you don’t know our app, it’s state-of-the-art BPM software!) we know how important it is for teams to get items approved or rejected, so that business processes and projects can be completed on time.

That’s why we’ve introduced approvals.

With approvals, decision-makers can give the go-ahead (or rejection) regarding important items, on top of providing any necessary comments.

Manager approvals

Want to know more about this game-changing feature and how it can dramatically improve workflows for your team? Read through the following sections:

Now, let’s dive straight in.

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What is Form Automation Software? How to Pick the Best Form Software

form automation 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 misplaced each year (about one lost every 12 seconds), and for each that gets lost you’re looking at a loss of between $350 to $700 in employee time.

Did you get it yet?

Condescending sarcasm aside, I am of course talking about paper forms. But this article isn’t about paper forms, per se; it’s about how you can get rid of paper forms in your business with form automation software.

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We Analyzed 180K Business Proposals (You’ll Never Guess What We Found!)

business proposal

This is a guest post by Adam Hempenstall, who is the CEO and Founder of Better Proposals – simple proposal software for creating beautiful, high-impact proposals in minutes. Having helped his customers win $500,000,000 in the last 12 months alone, he’s launched the first Proposal University where he shares best practices on writing and designing proposals.

A great business proposal means the difference between an unsigned contract and a successful deal. A poorly written business proposal will get turned down, even if the offer is good.

Business proposals are considered to be an art form that only the extremely skilled can write.

However, after analyzing over 189,000 successful business proposals, I can tell you that there’s no secret to writing a great proposal.

Allow me to elaborate as I take you through our analysis findings, and run through the following topics, in this Process Street post:

Let’s get started.

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How to Create and Use Quiz Templates in Process Street With Conditional Logic

quiz-templateYou asked…

We listened.

Let me introduce you to Process Street’s swanky updated feature, conditional logic within tasks.

What does this mean?

Simply put, it means that you can use Process Street to build quiz templates by creating rules within tasks using conditional logic – these rules then generate personalized outcomes.

In other words, you can create tasks within checklists that adapt to meet your personal needs and circumstance.

Conditional logic within tasks can also be used to shorten the length of your overall template.
Say goodbye to scrolling through irrelevant questions that don’t apply to you and claim back the time you once wasted filling out online forms.

To find out more about this feature and to see it in action check out our pre-made free templates and keep reading.

Alternatively, to jump to a specific section of this post, click the appropriate link below.

To get started, here’s a quick list of all the templates in this post:

Read on to learn how conditional logic helps to make your daily workload easier.
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Write a Successful Project Charter With Our Project Charter Template

write_a_successful_project_charter_with_our_project_charter_template-01

70% of projects fail, and the cost of this failure is a staggering $50-75 million.

Project breakdown can be mitigated via a project charter, and in this article, we at Process Street will show you how.

By following our Project Charter Template, you will target project failure from the root. Our template will guide you through the recognized process needed for successful project completion.

Click here to access our Project Charter Template!

From this article, you will learn what a project charter is and why you need one. The key elements that make a successful project charter and how you can implement these elements using our free Project Charter Template.

Click on the relevant subheader below to jump to the section of choice. Alternatively, scroll down to read all we have to say regarding project charters.

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Go Lean and Go Green: Green Technology to Future Proof Your Business

Go Lean and Go Green Green Technology to Future Proof Your Business-12

In 2018 the green technology market was valued at $6.85 billion.

This figure is projected to increase to $44.61 billion, with a Compound Annual Growth Rate (CAGR) of 26%.

This change comes as a response to our present-day environmental crisis. In this sense, green technology provides a knife for our noose, to help us move forward, past plastic pollution, poisonous chemicals, and climate degradation.

The concept of ecological modernism, which sees technology as key to solving big environmental problems, is getting a lot of buzz these days.” – The Guardian, Technology as Our Planet’s Last Best Hope

Like The Guardian, at Process Street we also believe technology plays a vital role in helping society move forward, to work with the environment and our planet… rather than against it.

In this article, you will learn what green technology is, why it is important, and 6 easily applicable ways you can utilize green technology in your business or line of work today.

In addition, Process Street as a green tech solution gives you free access to our leading business sustainability templates. Sign up to Process Street here for free and check out our ISO 14001 Environmental Management Self Audit Checklist below for a taster.

Click here for free access to our ISO 14001 Environmental Management Self Audit Checklist!.

Click on the relevant subheaders or scroll down to find out how to be both lean and green in business.

Right tech-perts, let’s get started!
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