All posts by Alex Gallia


The Exit Interview Process: How to Get It Right Every Time

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.

Considering the disappointing nature of employee termination, many employers fail to recognize this opportunity, and wave goodbye to their former employees without learning anything.

“Let’s just get it done with and move on” is a way of summarizing this attitude.

Furthermore, they fail to close the relationship on a positive note by showing the individual that they care about listening to their thoughts, and taking action to improve employee morale in the future.

This is a grave mistake, because not only are you missing valuable, actionable insights which will help you attract and retain top talent, but you are also leaving a trail of disappointed, perhaps bitter former employees that can damage your reputation amongst job seekers.

Not to mention, employee turnover is expensive, and failing to take preventative measures is nothing short of shooting yourself in the foot, financially as well as in terms of your brand reputation.

“Experts estimate that the cost of a lost employee is anywhere from tens of thousands of dollars to 1.5-2.0 times an employee’s annual salary. The bottom line for organizations: Turnover, if not systematically studied and understood, can impede achievement of organizational outcomes.”Jack Altman, How Much Does Employee Turnover Really Cost?

And so, conducting a structured exit interview with a departing employee is an incredibly important, often overlooked part of the offboarding process.

In this Process Street post, we’re going to be looking at:

  • What the purpose of an exit interview is, the best time to conduct one, choosing the right method, and important data points to gather
  • Examples of excellent exit interview questions
  • How to establish a process for flawless execution every time
  • How to effectively leverage exit interview data

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Real Estate Software: Evaluating The Best Ways to Automate Your Processes

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, and maintenance supervision are just a few examples of tasks/processes that are difficult to execute consistently without the assistance of automation software working in the background.

“Real estate is a market that is ripe for technological disruption. Whatever can be automated should be automated!” – Jyotirmay Samanta, How to Automate Your Real Estate Business?

Some of you property managers out there may claim that diving headfirst into the automation craze sweeping the business world is not such a good idea, as it undermines the face-to-face interactions that play such an important role in the field.

This is not entirely wrong, but all things considered, deciding to ignore new ways of streamlining processes will leave you in the dust as your competitors continue to find new ways of being more efficient.

Plus, some industry thought leaders believe that automation actually humanizes the property management experience even more:

“One of the most effective ways to humanize the property management experience is by providing better communication. Figuring out what residents want in order to improve service can be a complicated and daunting task. But today, a company can easily leverage automated surveys and other forms of real-time communication to glean real, useful feedback from residents.”Doug Brien – How Technology And Automation Humanize The Property Management Experience

Recently, it was reported that total investment in real estate tech has ballooned from $33 million in 2010 to more than $5 billion in 2017. That is nothing short of astounding, especially when you consider the market’s volatility over the past decade.

Technology is driving the evolution of real estate, and market players need to keep up if they want any hope of leading the charge.

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Top 10 Business Processes: Our List of Greatest Hits

top-10-business-processes

Whether the number of possible business processes is finite or infinite is debatable. Needless to say, there are a lot.

You can start with a broad, complex discipline like operations, mapping out the general, high-level process, and go on to create a vast amount of sub-processes that fall under the same area.

How granular you go is really up to you, and depends on what is most suitable for the way you conduct business.

There are, however, a number of processes that are absolutely essential to efficiently running any kind of business, regardless of size, industry, or location.

Processes that, without clear documentation and management, will cause bottlenecks that stifle growth or at worst, force an organization to close its doors.

In this post, we’re going to be looking at what we, here at Process Street, have identified as the top 10 business processes that you should care about and focus on continuously optimizing.

These are the big dogs. The greatest hits.

Each process will be paired with at least one fully customizable template that will help you get started or evaluate and refine your current processes depending on what stage you are at in mapping out and implementing your own.

My hope is that you will not only extract valuable insight from this article, but also find ways to apply the templates that have been provided in a way that is practical and useful for your team or organization as a whole.

Let’s get into it.

Oh, and bear in mind, these are in no particular order.

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A Practical Guide to Increase Productivity with Process Mapping

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 steps needed to complete a certain workflow, while understanding exactly how each of them interacts with one another and contributes to the process as a whole.

This ability to evaluate all aspects of a process helps managers identify constraints, opportunities for improvement, and formulate strategies to implement changes without disrupting day-to-day work.

But how do you go about ensuring that the time and effort you put into constructing these maps translates into improved performance?

That’s the question we’ll be tackling in this post.

Before doing so, however, we must acknowledge that there is a huge range of complexity when it comes to methods for process mapping. If you are a small organization it can be as simple as drawing it out on a whiteboard, whereas enterprises use sophisticated mapping software tools like Appian and Lucidchart.

This point regarding complexity and different kinds of process maps leads us to another important sub-topic that needs to be addressed early on – the difference between process mapping and process modeling.

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5 Great Ways to Involve Your Employees in Process Design

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 grow and stay competitive.

Really it’s just common sense. Treat your employees well, give them opportunities to contribute, and they will be more motivated to consistently produce their best work.

According to Salesforce research, employees who feel their voice is heard are 4.6 times more likely to feel empowered to perform their best work, while another study indicates that organizations with high employee engagement outperform those with low employee engagement by 202%.

It’s hard not to perk up your ears and think carefully about how much you involve your employees when such significant numbers are flying around.

In this post, I’m going to be going through 5 ways for you to involve your employees in decision-making when it comes to process design.

In other words, I’ll be looking to offer you some practical, tried and tested ideas for encouraging your employees to contribute to the design of internal business processes. This will not only offer them a channel for empowerment, but will also improve process adoption as they will be built through collaboration and teamwork. It’s a win-win situation.

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8 Smartsheet Alternatives for Superb Project Management in 2019

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 tool for businesses of all sizes.

So why even look for an alternative?

Well, you may not feel that Smartsheet is particularly well suited to how you manage projects in your team and organization as a whole. Perhaps you are not very familiar with Excel, or just don’t like it very much and would rather use a tool with a different look and feel.

It can also become a difficult tool to manage in the long-term. As you add more and more projects, the organization of vast amounts of spreadsheets can become fragmented and confusing.

So, if you are not a big fan of spreadsheets, and would like a project management tool with a more fun, engaging look to it, here are 8 fantastic alternatives that may well be what you’re looking for.

The main criteria I used for selecting the following applications is that they all have excellent feedback from users, reasonable pricing models, good customer support, and effectively address Smartsheet’s limitations.

Let’s get into it.

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9 Tips to Improve Sales Process Adoption in Your Organization

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 have built a solid process to address the issue. You’ve got the green light from senior management, they think it looks fantastic and can’t wait to see the impact it has.

Now, the real work begins – communicating the value of the process to your sales team and convincing them to implement it in their day-to-day work. Not as easy as it may sound.

Well, in this post I hope to relieve you of at least some of the stress that comes with sales process adoption by highlighting 9 tried and tested tips that will address 2 key obstacles you’ll face:

  1. Convincing sales reps that the process works and helps them achieve their sales goals.
  2. Providing the tools that enable reps to easily integrate the process into their day-to-day activities.

Successfully tick both those boxes, and you will be well on your way.

Let’s get started.

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7 Ways to Use Dynamic Due Dates For Enhanced Process Flexibility

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 handoff from the account executive (AE) to the relevant customer success manager (CSM) is now the priority. This critical process cannot be overlooked if you are hoping to build a trusting, long-term relationship that keeps both parties happy.

There are numerous tasks that need to be completed during the handoff, and they must be done efficiently or the customer could get the wrong impression.

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Process Street Best Practices: How to Name Your Form Fields

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 of value.

In this post, we’re going to take a closer look at one feature in particular: form fields.

An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.

The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.

First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.

Let’s get started.

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5 Online Collaboration Tools That Glue Our Marketing Team Together

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 content.

Our main tool of choice is obviously Process Street itself, as it’s the easiest way to manage company processes. Our process templates allow us to approach each piece of work with a consistent approach.

A process template can be run as a checklist for one person, or involving multiple people. We use features like task assignments to make sure the designer creates a header image, the team can give feedback, and the editor can make final reviews and publish.

Process Street is like the spine for everything we do. Branching off from there you’ll find a host of other tools which help us do all our other tasks. We love tools which are cloud based, easy to use, and can integrate with Process Street to automate tasks.

These tools help us to produce our content and keep organized as a team.

Here are the five main online collaboration tools we use to do that — some you’ve almost definitely heard of, others may not be so familiar.

Regardless, I hope this toolbox helps you collaborate with your team!

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