At Accentuate Web Design & Marketing, spearheaded by CEO and Digital Strategy Consultant Eden Brownlee, managing the intricacies of building robust digital presences for SMEs is a continuous endeavor. From strategizing brand missions to efficient onboarding of developers and strategists, the company faced operational challenges in maintaining process currency and efficiency.

The turning point came during a conference over five years ago, when a recommendation introduced Eden to Process Street as the ideal solution to optimize their workflows.

Continue Reading

At North Carolina State University, the Office of Research Commercialization manages a $630M research portfolio, commercializing innovations through patents, licenses, and IP agreements. Nicholas LeBlanc, Assistant Director of Operations & Finance, serves on the leadership team of a 21-person department and directly supervises six staff. His work includes protecting federal and industry-funded intellectual property, ensuring regulatory compliance, and managing multimillion-dollar revenue streams.

Continue Reading

Concierge Wealth Management (CWM) and Insurance Solutions offers integrated wealth management and financial planning services for high-earning professionals, successful families, and individuals navigating wealth on their own terms. 

Like many growing financial services firms, CWM needed intricate processes and seamless coordination to manage diverse client needs across everything from life insurance to investment accounts.

Continue Reading

Keyper is a fast-growing property management company in Dubai managing hundreds of rentals, maintenance requests, and tenancy renewals. But with work scattered across Salesforce, Trello, Airtable, DocuSign, and email, operations were slow and error-prone.

When Vasim Shaikh joined as Head of Operations, he knew they needed one platform to centralize work, enforce accountability, and keep up with tenant demands.

Continue Reading

In healthcare, every delay has consequences. When processes break down, patients wait, clinicians burn out, and treatments stall. Globally, nearly 25% of a clinician’s workday is swallowed by admin, not care. And 30–40% of treatment delays can be traced back to outdated, manual workflows.

Continue Reading

If your Joint Commission audits feel like a fire drill, you probably have a workflow problem.

Our partner Improv, just published an article detailing how to use Process St to prepare for a Joint Commission audit. Read more from Dr. Sarah Inman and Kai deSilva on how to build a bulletproof compliance system while avoiding binders and burnout.

Continue Reading

Calderys, a global leader in high-temperature refractory solutions, supplies critical materials to industries like steel, cement, and petrochemicals. With operations across Europe, the Americas, and Asia—including the UAE—the company supports extreme industrial environments with tailored, high-performance products.

But as Calderys expanded globally, managing workflows across continents became slow, siloed, and manual. Teams re-entered data across disconnected systems like SAP, leading to errors, delays, and duplicate work. Leadership struggled to track progress, identify bottlenecks, or get reliable reports. Visibility was limited. Accountability was unclear. Decisions were based on lagging, inconsistent data.

To fix this, Calderys needed a system to automate tasks, sync critical data between platforms like SAP and Salesforce, and give leadership real-time insight into performance to operate at scale.

Continue Reading

In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients.  However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities. Continue Reading

Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, and an evolving compliance process, the firm needed a more structured approach. Continue Reading

Onboarding isn’t just about introductions and paperwork—it’s about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast, Erin Rice speaks with HR expert Caroline Yost about the one thing most onboarding processes get wrong: a lack of clear expectations.

Continue Reading