All posts by Amanda Greenwood


Get Powerful Insights Into All Your Company Processes with Our NEW Reporting API

how to write a project proposal

As there are so many different types of recurring work happening in every part of your company, it can be difficult to keep track of what’s working and what’s not.

You can often spend too long looking for answers to questions like these:

Which processes in the Sales team run smoothly and which take longer than they should?

Who in the Underwriting team completes their tasks on time and who misses their due dates?

Have we reduced the time it takes HR to complete the onboarding process, for new Account Executive hires in particular?

How many different processes is the IT Helpdesk team involved in, and how many tasks have they completed in the last 30 days?

How long does it take the Customer Success team to onboard a customer, and which onboarding tasks take the longest to complete?

Wouldn’t it be useful to have a custom-made dashboard so you can get answers to these types of questions with one, quick glance?

Well, with the launch of Process Street’s new Reporting API, now you can.

To find out how you can export, store, visualize, and utilize all your Process Street data in the way that you want to, take five minutes to read through the following topics and find out:

Let’s get started.
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Find the Best Customer Success Software & Grow Lifetime Customers

customer success software

Have you ever typed out a full message on your phone, only to realize that you’ve misspelled something at the very beginning?

It can often take you longer to navigate the teeny-tiny cursor back to fix your mistake than it did to write the message in the first place, right?

I’ve got a little trick that will make correcting your texts 10x easier.

If you slide your finger over the spacebar, you can move the cursor around quickly, easily, and accurately, letter by letter.

Try it!

With this small but effective tip, I’ve not only taught you how to get more value out of your phone, but I’ve also given you an example of how customer success works.

When you teach your clients how to maximize the value of your product, you help them succeed and you show them why it pays to stick with you.” – Tenfold, 10 Companies Mastering Customer Success

Now, if I was an organization, I’d want to provide this type of value to my customers on a far larger scale – all of the time. And, judging by the fact that the use of customer success software platforms has risen from 25% to 43% over the past few years, so would a lot of other people.

Allow me to elaborate as we go through the following in this Process Street post:

So, put your phone aside, and let’s get cracking!
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5 Mind-Blowing Things We Learned About Our SaaS Price Model

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: You Do Not Talk About Pricing

Until now. I’m sticking two fingers up to the stigma surrounding pricing and I’m lifting the lid to reveal what goes on, behind the scenes, when organizations like Process Street change their SaaS price model.

😱

I know. I’m brave, right?

Over the last few weeks, I’ve coerced and cajoled the Process Street pricing team into sharing some of the biggest pricing lessons we’ve learned (sometimes the hard way), since we launched in 2013.

And, here they are…

Curious?

Let’s hope I still have a job at the end of this… 🤞

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Stop Profits Plummeting with a Quality Management Plan

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 every one of those products had to be recalled. This cost the US economy over $7 million.

But, the cost of poor quality management surrounding the production of food is only a tiny part of the picture:

Defective product incidents have caused in excess of $2 billion of losses over five years” – Allianz, Product Recall, Managing the Impact of the New Risk Landscape

When you consider that the global quality management software market is valued at $7.96 billion, why are we, as consumers, still being exposed to low quality, defective products?

Because, contrary to what most organizations think, there is more to quality management than simply making a good product. You need to know how you’re going to make it good and how you’re going to make sure it remains good.

In other words, you need a plan. A quality management plan to be exact.

The reasons for this will become even clearer as we make our way through this Process Street post and discuss:

Let’s get planning.
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6 Types of Project Proposals That Get Approved (and How to Write Them)

project proposal - header

Project proposals are how you can get management to act on your ideas. They’re the bottom-up version of a project request form.

They are how you can influence your company’s future.

Writing a project proposal isn’t rocket science, but it is a vital skill for being able to successfully pitch projects that you know will benefit your team and business as a whole. Casual conversations aren’t enough – you need to give a formal document that addresses concerns before your manager, CEO, and stakeholders have a chance to voice them.

Plus, having a set template for writing a proposal gives you a document which you can reference throughout the entire project. Instead of having to rely on notes and your vague memory of a water cooler conversation, you have set instructions to follow, and a defense against anyone who says that the project isn’t worth it.

It’s a great example of effective business process management – if anyone questions you, you can show them the project proposal and say “this was approved, and so this is what we’re going to do”.

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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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EQMS: The Best Way to Crush Competition, Push Productivity & Reduce Recall

EQMS

Would you eat a McDonalds Big Mac that was out-of-date, had been dropped on the floor, and made with a stranger’s bare hands?

No! Me neither.

Unfortunately, that’s what thousands of people in China, unknowingly, did.

Back in 2015, the Chinese meat suppliers for McDonald’s were secretly filmed and caught:

Handling meat and chicken with their bare hands, taking meat that had fallen on the floor and adding it back on to the production line…and forging production dates on beef patties.” – ET2C, Lessons on the Importance of Quality Control Checks

Around 4,300 McDonalds beef patties were tested and found to be out-of-date and contaminated with bacteria.

As a result, over 2,000 McDonald’s outlets across Asia were dramatically affected. The reputation of McDonald’s and their meat supplier was irreversibly damaged, and McDonald’s saw a 7.3% drop in sales.

McDonald’s was definitely not ‘lovin it’.

If only they’d used Enterprise Quality Management Software (EQMS) to regulate their supplier’s meat handling processes and control the quality of the produce they were delivering.

Companies who use EQMS to manage quality, experience fewer product quality issues (less than 1%), and improve their productivity by 20%.

Keen to find out more? Join me in this Process Street post as we run through the following:

Let’s make our way through the golden arches and get started! 🍟🍟🍟🍟
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How Process Control Can Cut Costs & Eliminate Errors

process control

I don’t want to alarm you, but without process control, you’d be dead.

What? How? Why? …What?!

Your body is continuously performing a series of processes to keep you alive and it’s constantly checking for irregularities in these processes. If it picks up an abnormality, it immediately takes measures to regulate it, and return it to its desired state. Like when you’re too hot, for example. Your body recognizes that your temperature is above normal and produces water, in the form of sweat, to cool you down.

So you see, process control is the reason you’re alive and able to enjoy this Process Street post!

But this isn’t a lesson in biology (thankfully); the same concept can be applied to organizations too.

With adequate process control, businesses can perform efficiently, effectively, and safely. They can function at a consistent level and can even reduce operating costs by up to 6%. Without it, they would miss opportunities, make costly mistakes, and struggle to survive.

Process control is the ability to monitor and adjust a process to give a desired output.” – Beck Electric Actuators, What is Process Control?

To discover how process control can cut costs and eliminate errors within your organization, we need to find answers to the following questions:

To satisfy your curiosity (and return your body back to its normal state!), you’d better keep reading…
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Operational Excellence: 10 Ways to Become World Class

operational excellence

I have a question for you.

What does a Formula 1 racing team, like Ferrari, have in common with a high-flying company, like Apple?

They’re both in highly competitive industries? They’re both focused on improving their performance? They’re both incredibly driven to succeed? They’re both intent on being the best in the world?

Yes, yes, yes, and yes.

In other words, they both strive, in everything they do, to achieve Operational Excellence (Op Ex). However, achieving Operational Excellence is far from easy, and (fortunately for Apple and Ferrari) only 36% of companies manage it.

So, buckle up and join this Process Street post, as we race through the following topics and learn, from the likes of Ferrari, Apple, Disney, and Google, how to become operationally excellent:

Ready to zoom into pole position? 🏎️💨

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How to Prevent Project Failure With a Risk Register

risk register

What do professional skydivers and successful project managers have in common?

They both identify, assess, and plan for risks.

Skydivers look at the conditions, equipment, and capabilities before, during, and after they jump out of planes. Project managers look at the conditions, equipment, and capabilities before, during, and after projects.

Why do they do that?

To stay on top of potential issues that could derail intended outcomes” – Project Manager, Guide to Using a Risk Register

How do they do that?

Well, I don’t know how skydivers do it, but to identify, assess, and plan for risks, a good project manager is never far away from a risk register.

But, when I discovered that 81% of organizations feel their risk registers are ineffective at identifying and planning for potential risks, and 30% of projects fail as a direct result, I felt the need to write this Process Street post about how to create one.

So, listen up as we go through the following:

If you’re in a hurry, grab this free Risk Register Process Checklist now, and catch up with the what, why, and how later.

Got your parachute? Ready, set… Geeeeronimoooooo…

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