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.

We spoke to their Vice President of Single Family Management, RMP, and MPM Tim Wehner about how they use Process Street in their business.
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“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 mistakes. It’s all down to forgetting to ask yourself some basic marketing questions.

While this post was originally going to be reviewing Getting Goosebumps by Bryan Adams and Dave Hazlehurst, the examples and theories they pose in that book (which is well worth a read) are perfect for demonstrating how easy it can be to avoid marketing disasters. All you have to do is keep asking these questions to form a coherent strategy with no nasty surprises.

But enough rambling – it’s time to learn how to avoid marketing disasters!
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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.

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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.

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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.

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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!

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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 item). By doing this you can save time and money, as work is performed faster and any space you use is highly optimized.

In fact, it’s the very same concept that Toyota used to reduce the time taken to pack boxes in to help families hit by Hurricane Sandy by 94%.  In total, the aid workers were able to feed 400 more families in less than half the time.

However, there are a few vital things that you need to be careful of when applying one piece (or “continuous”) flow. It’s not a miracle cure, and while it can be used outside of an assembly line, there are a few practical elements which can’t be ignored.

So, today I’ll be diving into:

• What one piece flow is
• The advantages and disadvantages
• How to implement it
• Using one piece flow in any area of your business
• The problems of theory vs practical effects

Let’s get started.

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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.

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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

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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.

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