All posts by Jane Courtnell


How Salesforce Uses Process Street for Effective Client Onboarding

How Salesforce uses Process Street for Effective Client Onboarding and Business Growth

A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.

In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.

Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.

(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! 🎉)

Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.

Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.

Let’s see how Salesforce do it, and how you can do it too!

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Your Quick Guide to Energy Management for Sustainability and Reduced Business Costs

Your Quick Guide to Energy Management, for Sustainability and Reduced Business Costs

This article started with a cold cup of tea.

I was in the middle of a power cut, and the teabag floated despondently in a sad, mottled brew. In the confusion, I’d allowed the beverage to cool for far too long. All of that precious energy transferred to raise the temperature of the kettle to boiling point, gone to waste, and there was nothing I could do about it.

This is an example of poor energy management on my part.

As I sulked over the absence of my morning brew, it did get me thinking, would society ever face these kinds of energy management problems, like I easily had?

Welcome to the energy crisis” – Lawrence J. Becker, Welcome to the Energy Crisis

Some of you may have already experienced, say, aggravating waits in lines for gasoline, or your pocketbooks taking a punch from inflation. But, energy problems – like a cold cup of tea – are not only personal, they permeate into society and our economy.

80% of U.S. energy comes from fossil fuels. According to BP’s Statistical Review of World Energy, we have 115 years of coal and roughly 50 years of oil and natural gas remaining. To compound this, we also need to leave ~80% of current fossil fuel reserves untouched if we stand a chance of meeting IPCC 1.5°C (34.7°F) warming targets.

Energy management is the process of tracking and optimizing energy consumption for your business. It’s a continuous process, easily implemented by following the correct procedure.

In this Process Street article, you’ll learn about best practices for energy management, how you can successfully manage energy in your business (and beyond), as well as how to adopt best energy management practices using a handy free checklist to help you save time and money.

Don’t cry over cold tea. Learn how to manage energy properly, for a healthier business and a healthier planet. Click on the relevant subheader below, or continue reading as you please:

Let’s not waste any more time, and get right into the basics of energy management.
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Employee Development Plan: Top CEOs Use One, and So Should You (Free Template)

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An investment in knowledge always pays the best interest” – Benjamin Franklin

According to the American Society for Training and Development (ASTD), companies with better training investments enjoy a 24% higher profit margin.

Keep this statistic at the forefront and consider the benefits you will obtain if employee development didn’t stop once the training period was over.

Employee development, implemented via an employee development plan, gives an organization the means to continually invest in their employees so they bloom in their role. 🌺

Employee development looks to improve employee skills, knowledge, and experience to meet their professional and personal goals. An employee development plan is the set of actions guiding the employee to meet these goals, with back-and-forth collaboration between the employee and the manager.

The research division of Miller Helman Group found that investing as little as $500 in employee development yielded a 46.1% employee performance increase. It is reasons like this that we at Process Street take employee development seriously.

In this article, you will learn what an employee development plan is and how top CEOs use employee development to succeed in their role. On that note, we will also provide you with our free Employee Development Plan Template to help you get started.

Sound good?

Click on the relevant subheader below to jump to your section of choice. Alternatively, scroll and learn all we have to say in terms of employee development.

Ready to nurture your best team? Let’s get started!

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What is Kata? Toyota’s Karate Concept for Lean Continuous Improvement and Coaching Success

Kata A Lean Tool for Continuous Improvement and Business Success

Yōkoso!

I apologize for my poor Japanse pronunciation. Pray, why am I speaking to you in Japanse?

Well, for this post, we will be delving into the Japanese mindset for business using Kata.

Kata is a methodology used to make businesses lean. The approach, originally used in martial arts, was developed by Japanese car manufacturer Toyota and has since stormed its way into the business realm churning out results, after results, after results.

For instance, Kata methodology has been shown to cut costs by 41%, and improve business performance by 75%.

I hear you, wow indeed!

In this Process Street article, we take a look at this karate concept and explain how to apply it in a business setting.

Click on the relevant subheader below to jump to your section of choice. Alternatively, scroll down and learn how to perfect the art of business.

Kiotsuke! Let’s get to it!
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Business Tooth and Claw, Corporate Strategy to Win the War

Business Tooth and Claw, Corporate Strategy to Win the War-01

It was 1980 and the U.S. had crowned Donald Trump as a hero of business, turning real estate into gold. Trump had a net worth of $1.5 billion. However, a lack of corporate strategy was about to shake-up the Trump empire.

In 1988, Trump paid £365 million for the Eastern Air Shuttle. During the airline’s reign, its identity was passed from a no-fuss service to a one with maple-wood veneers and gold-plated features. A poorly strategized gamble that confused the brand’s identity. The lack of strategic direction meant Trump no longer held the Trump card, and his net worth plummeted along with the airline.

Worryingly, Trump’s failure to meet his organization’s objectives is a common occurrence in business, with only 2% of leaders stating they feel they will achieve 80-100% of their pre-set strategic objectives.

This is where Process Street comes to your aid.

This post will teach you what corporate strategy is, why it is important, and how you can implement an effective strategy for your business today – with access to our top free template resources. Check out our Strategic Planning Template below for a quick taster.

Click on the relevant subheader below to be directed to that section of this post. Alternatively, scroll down to read all about corporate strategy.

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17 Stellar Ideas to Perfect Your Business Newsletter and 30 Free Templates

17 Stellar Ideas to Perfect Your Business Newsletter and 30 Free Templates-17

This is a guest post by Hannah Butler, who works as a web developer, designer, and writer.

According to a study by Digiday, Vanity Fair’s newsletter readers consume 2x more content than any other audience segment.

Another study by Parse.ly found that Greentech Media’s newsletter visitors spend 80% more time on site than visitors from other channels.

These studies reflect the effectiveness of business newsletters for engaging your audience, retaining readers, and converting prospects.

However, we at Process Street know that writing a business newsletter can be challenging.

That is why we have put together this article detailing how to write a business newsletter. You will learn the underlying principles behind newsletter writing, along with top tips and tricks for how to create compelling content consistently. And if that isn’t enough, we give you 30 top – free – template resources to speed up the process, helping you save time on tedious, repetitive tasks.

Check out our Creating a Newsletter checklist given below for a quick taster regarding what our templates have to offer.

Click here to access our Creating a Newsletter checklist!

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

With that said, let’s get started. Continue Reading

Become a Lean Machine With These Top 8 Lean Tools (Free Templates)

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Studies show that moving towards a leaner business model can improve productivity by up to 25%, increase stock turnover by 33%, and increase on-time delivery by 26%.

The recognized benefits of being lean are only accumulating, with more and more studies advocating lean approaches in business for both economical and sustainable success.

However, some companies choose not to embrace lean philosophy through fear that the costs related outweigh the benefits gained. With this, we at Process Street have come to help.

You see, this fear has oozed from imperfect implementation and a misunderstanding. With the right lean tools and techniques, lean thinking can easily and successfully be applied.

In this article, we present you with our top 8 lean tools to assist you in implementing lean philosophy for your business or line of work. By using these tools, you will see a transformation, with maximal value and minimal waste.

Along with these tools, we grant you access to our template resources, which you can hop in and use right away for free.

Click on the relevant subheaders below to read the section of choice, alternatively scroll down for all I have to say.

Keen to become lean? Let’s jump in!
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Write a Successful Project Charter With Our Project Charter Template

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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.

Let’s get started!
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Go Lean and Go Green: Green Technology to Future Proof Your Business

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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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Cut Costs and Improve Productivity With Our Free Strategic Planning Template

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In the book The Balanced Scorecard, by David Norton and Robert Kaplan, it is noted that 90% of organizations fail to execute their pre-set strategy.

This is a concerning statistic when you consider that, for a majority of companies considered successful, an emphasis is placed on having formal and pre-established systems to inform, manage, and meet their strategic obligations.

In this sense, can we not infer executing business strategy = business success?

To bridge this gap between strategic ambition and business performance, Process Street has created a Strategic Planning Template, which you can use – for free – right away!

By executing the steps given in this template you will not only develop good strategy, but the delivery of this strategy will also prove successful.

Click here to access our free Strategic Planning Template!

But to accommodate this template, you need to have a solid understanding of strategic planning itself.

In this article, I’ll discuss what strategic planning is, the different strategic planning models – with an emphasis on the Cascade Strategic Planning Model -, why strategic planning is important, and more.

Click on the links below to read through:

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