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 just don’t know what to use for your needs, it’s difficult to get over the initial learning curve.

That’s why I’m going to outline the 9 organizational tools you can use to get started right now.

From their pros and cons and best use guidelines to general tips on what to do with your organizational tools, this post will cover:

• Process Street
• Office 365 (Microsoft Word and Excel)
• Trello
• Airtable
• Google Suite (Google Docs, Google Sheets, and Google Drive)
• Zapier
• …and 4 process management techniques to get you started

It’s time to learn what organizational tools you need to manage your processes, and how to use them.

Continue Reading

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 to manage or track.

Conditional logic saves you all of that trouble by letting you create processes which change to suit the situation at hand.

By setting rules for your processes to follow and update based on their outcome, you can simplify your processes and make even the most complicated task list easy to navigate. All optional tasks can be automatically hidden from view until (and if) they are required to keep your dashboard clear and encourage teams to avoid taking shortcuts.

Nobody wants to work through a horribly complex process that you know you won’t need half of to complete your task.

However, as with business process automation, conditional logic’s power is best shown through examples, so today I’ll be showing you both how to use it and giving eight example processes which take advantage of it, including client onboarding and user support.

Continue Reading

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 without having to spend an age assessing your organization and talking to every last employee involved.

So, if you want to organize your processes and bring efficiency to your business but don’t have time to do it yourself, read on!

Continue Reading

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, learn how to use procrastination to your advantage and make what many see as a chronic issue into one of your greatest strengths.

First, however, you need to know your enemy. That’s why today I’ll be covering:

• What causes procrastination (and when that isn’t a problem)
• The benefits of procrastination you can take advantage of
• The drawbacks that can come back to bite you
• How to use it to your advantage

It’s time to stop stalling and get stuck in.

Continue Reading

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 lets you see the flaws in your business and figure out how to take action in order to improve it for everyone involved.

It’s also a great way to get a second opinion on issue that you have lost all context on. Veteran and new employee alike offer vital second opinions and can really help to highlight where your processes are weakest, and that’s not even mentioning other benefits such as helping to make your employees feel valued.

“69% of employees say they would work harder if they felt their efforts were being better recognized” – Lindsay Kolowich, 11 Eye-Opening Statistics on the Importance of Employee Feedback

Continue Reading

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 and rocks, to the Ancient Greeks, the discovery of germs and antiseptics, up to modern day medical marvels, surgical procedures make a great case for why documented checklists are vital for continued success.

Not only that, but by looking at how major theoretical and technological breakthroughs have affected surgical checklists, we can better show why documenting and maintaining your processes isn’t as hard as you might think.

Alternatively, if you’re just interested in medical history, stick around for the ride – I’ll be making this interesting for all.

Continue Reading

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 key elements of America’s nuclear deterrence would be left up to chance.

After all, you can’t fly B-2 stealth bombers into action if they’re all under maintenance due to bad queue management.
Continue Reading

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 to lion taming.

However, accounting and bookkeeping is also a vital part of running a business if you want to abide by the law and track your finances. No matter how tedious it might seem it’s vital to know what money is coming in, where it’s being spent, and whether you’re earning a net profit come the end of the financial year.
Continue Reading

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 avoid getting distracted at the office.

However, with the sheer variety of technology on offer it’s also difficult to know what mobile apps you should be using.

That’s why I asked the Process Street team to share the best mobile apps for business they have installed and how they use them.

From the most valuable apps across our entire company to one-off niche cases that could do with a little more exposure, in this article I’ll highlight the apps that let our team stay productive and make every moment count.

Continue Reading

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 or work-related injuries (my work isn’t exactly manual labor).

Then my hands seized up. Repetitive strain injury.

Continue Reading