All posts by Jane Courtnell

How to Reduce Defects in Business by 20% Using the Juran Trilogy

juran trilogy

Joseph Juran, the Architect of Quality, paved the way for the active pursuit of quality in Business with the Juran Trilogy.

The Juran Trilogy redefined quality management; reducing chronic defects and the costs associated below a 20% industry expectation.

The Juran Trilogy has been shown to give benefits across multiple parameters, increasing productivity, reducing cycle-times, improving human safety, and reducing product failure rates – with a 80% reduction in some cases.

For us as Process Street, the Juran Trilogy is one of our favorite tools for improving business operations. It’s a straightforward methodology that brings results.

Learn how to apply the Juran Trilogy for your business, and improve the quality of operations. Click on the relevant subheader below to jump to your section of choice, alternatively scroll down to read all we have to say:

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How to Calculate A Customer Health Score: 7 Indicators

customer health score

To excel at customer success, you need to understand your customer health score. According to a study by Gartner, 88% of Account Managers (CSMs) think they can grow by delivering a great service, which is reflected in your customer health score measures.

A customer health score is a metric used to determine whether customers are healthy or at-risk of dropping off. Customers with high health scores are high-value, repeat customers – this comes hand-in-hand with business growth.

In this Process Street article, we give you 7 vital indicators you need for determining customer health. We then explain how you can use these indicators to calculate customer health score values, before looking at examples of customer health scoring in practice.

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

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How We Use Saved Views in Process Street Reports to Track Work in Our Marketing Team

marketing team work tracking reports

According to ITSMA and Vision Edge Marketing, 74% of marketers don’t keep track of their efforts. This is problematic as it means marketing teams aren’t able to report on how their efforts impact the business as a whole.

At Process Street, we make sure our marketing operations are documented, tracked, and easy to understand, so we can stay on top of our marketing OKRs and ensure they align with top-level company goals. To do this, we utilize Process Street‘s saved view feature.

The saved view gives a summary of workflow data. You can customize these views and present the data to suit your needs. For our marketing team, this means work is tracked and can be easily correlated with internal OKRs. Saved views have helped our marketers gather data, detect patterns, and keep their work on track.

We’ll be covering:

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HR Best Practices: What They Are and How You Can Implement Them

HR Best Practices What They Are and How You Can Implement Them Header69% of Millennials would rather make $50k a year at a job they love than $75k a year in a boring job.

On top of that, the cost to the US economy of a disengaged, dissatisfied employee can be up to $500 billion a year.

So how do you make sure that you provide a role that both addresses the needs of your employee and aligns with company goals?

The answer? Adopting these HR best practices.

At Process Street, we recognize the delicate balance between your business and your employees that’s maintained primarily by your HR department. The best practices in this post will ensure that balance stays in place.

You don’t have to take just our word for it, though. We’ll also look at how Adobe, Google, Accenture, and Salesforce implement them in their own companies.

In this article, we will discuss the following:

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The Ultimate Guide for an Effective Talent Management Strategy

Talent managementFrank Hamilton is a blogger and translator from Manchester. He is a professional writing expert in topics like blogging, digital marketing, and self-education. He also loves traveling and speaks Spanish, French, German and English.

It wasn’t until 1997 that the term talent management was properly explained. Since then, the practices associated with it have evolved and continue to do so each day.

In this Process Street article, I’ll be taking a look at talent management, its strategies, why it is so important, and how you can implement it in your own company.

As daunting as such management might seem, I’ve also recommended some comprehensive templates to help make implementing your talent management strategy easier.

This article has been split into the below subheadings:

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Masters of Process Episode 1: On Deck with Michael Gill and Curtis Cummings

Masters-of-Process-Episode-1In our first episode, we join with two of the team from On Deck, Michael Gill and Curtis Cummings. They join our hosts Philip Lakin and Blake Bailey to give us their insight into where no-code can take new startups and how you can use it to iterate at lightning-fast speeds internally.

Masters of Process brings you the no-code revolution in full. Join us as we meet with top innovators in the space and explore how they are reinventing the way a modern business operates. Brought to you by industry insiders from No Code Ops and Process Street, each half hour episode is a goldmine of productivity, products, and scaling.

Listen now on your favorite podcast platform. Subscribe now so you don’t miss out on the most in-depth no-code insights!
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Top 5 Secret Hacks and Tricks in Process Street

Process Street hacks and tricks

At Process Street, we serve over 450,000 registered users including the likes of Salesforce, Spotify, and Airbnb. We work with our users to help them get the best out of our software. With this goal in mind, we bring you this article detailing the top 5 secret hacks and tricks in Process Street.

We found out how the Process Street team uses our nifty workflow documentation software in their day-to-day activities. We gathered the responses given from every department and narrowed them down to present 5 top hacks and tricks you can incorporate into your Process Street experience today.

With that said, let’s jump straight to it!
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How Premier Claims Uses Process Street to Efficiently Handle New Claims and Client Intake

How Premier Claims Uses Process Street to Effortlessly Handle New Claims and Client Intake-01 (1)

Premier Claims is a public adjusting firm that secures an average increase on claim payments 700% greater than before their involvement in the negotiation. They represent policyholders and contractors when negotiating fair claim settlements from insurance carriers on property damage. This includes damage from hail, wind, fire, and smoke.

Premier Claims discovered Process Street in July 2020, and have since moved many of their processes to our platform. Process Street has given Premier Claims an easy and elegant means of collecting and securely storing client information.

One such process Premier Claims uses Process Street for is their Claims and Client Intake Workflow. When the Process Street version of this workflow was first beta-tested, the salesperson’s response spoke volumes to the reliefs Process Street brings the Premier Claims team.

[Process Street is]…literally the easiest thing in the world.” – Premier Claims salesperson, Claims and Client intake workflow Demo

Premier Claims wanted to share their positive experience from using Process Street and decided to create a video demo of their Claims and Client Workflow.
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How Mindshare Collaborative Uses Process Street to Help Their Clients Expand and Grow

How Mindshare Collaborative_1

Health and wellness experts are experiencing 10x higher profit margins thanks to the strategies offered by the premier community, Mindshare Collaborative.

Mindshare Collaborative was founded by JJ Virgin, a New York Times best-selling author, celebrity nutrition expert, and Fitness Hall of Famer. Virgin started the company to give the information and support needed for health and wellness experts to build a successful brand and grow.

Mindshare has generated over $50 million in book advances and has helped launch more NYT bestselling books, podcasts, summits, and docuseries than any other health group.

Process Street is a vital part of Mindshare’s offering, and we spoke to some of Mindshare’s top clients to find out how we have benefited them.
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Why You Need an Account Health Scorecard Which Measures Customer Health and Yours! (Free Template)

Why You Need an Account Health Scorecard Which Measures Customer Health and Yours!

Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention.

To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. In this Process Street article, we’ll show you how to do that.

We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here). This workflow guide has been produced based on the Customer-Centric Digital Transformation report by Deloitte.

You’ll also learn the key benefits you’d expect from taking this holistic approach to measuring an account’s health, with two real-life case studies.

This article is structured as follows:

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