All posts by Oliver Peterson


Supercharging Operational Efficiency with Nick Sonnenberg (Leverage CEO)

improve operational efficiency

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Leverage CEO Nick Sonnenberg shares with us how his team kicked their operational efficiency into overdrive from start to finish.

Supercharging Operational Efficiency with Leverage CEO Nick Sonnenberg was the fourth segment of Highway.

You can check out our playlist of the full Highway event here, and don’t forget to create a Free Account with Process Street!

Here’s the Supercharging Operational Efficiency with Nick Sonnenberg segment in full:

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OKR Management from a Slack HQ with Weekdone + Process Street

okr-management-weekdone-process-street-integration

Setting OKRs is a great way to improve performance by rallying your team around clear, action-oriented goals.

The best OKRs are ambitious, but realistically achievable, within reasonable deadlines.

In this post, we’ll look at how to set and manage your own company OKRs using an integration between OKR management software Weekdone and workflow management software Process Street.

We’ll cover:

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The Secret to Scalable Business with Rich Wong (General Partner at Accel)

scalable business process managementThis article is based on a segment from Process Street Highway 2021, where Rich Wong talks with Vinay Patankar and Blake Thorne of Process Street to discuss everything about scaling a business (namely, why it’s impossible without building solid processes.)

You can check out the full segment below, or read on for highlights.

Rich is a General Partner with Accel; he’s led investments across all sorts of exciting industries and companies, including sitting on the board of some great companies like Atlassian, UIPath, and Process Street.

Here’s what he had to say about why and how process management is so important to building a scalable business.
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Ask Before You Hire: 12 Interview Questions for Web Developers

freelance web developer interview questionsWith 5+ years in digital marketing, Yulia Mamonova is driving Lemon.io’s growth with her spot-on writing and clear messages. A writer and a researcher at heart, Yuliia knows how to engage with the readership and build a story that’ll stand out. Yuliia has written over 1500+ pieces over the last few years reshaping the world of FinTech, startups, and content marketing with her skills.

If you are reading this article, you may have already considered outsourcing some of your work to a freelance professional or perhaps even had some experience hiring a freelancer for your project. Or you may have been on the other side of the fence and taken up gig jobs yourself.

Anyway, the post-COVID world has shown us that we need to reevaluate our approach to ‘normal’ work and that freelance workers or independent contractors have a lot to offer to modern businesses facing a lot of budget constraints in these interesting times.

By hiring skilled freelancers, companies can secure themselves the expertise that would otherwise be hard to afford. They can be more responsive to the ever-evolving customers’ demands and still save money by cutting down on benefits.

However, to bring these perks to life, one must choose a real hero of the business’ story, someone who will understand what your team is trying to achieve and consistently contribute to the company’s goals.

In this Process Street post, we’ll be covering:

Let’s get right into it!
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Faster Decisions & Improved Team Collaboration: How to Horizontalize Knowledge

how to horizontalize knowledge
Imagine a military regiment holding a position of key tactical importance, let’s say a bridge. Situational awareness is crucial. The success of the operation depends on access to information that can inform situational awareness, and provide tactical & strategic advantage. In other words, a situation where information is nothing short of vital.

Such a regiment would have access to a large-scale technological intelligence network: aircraft spotters, satellite-mounted motion sensors, heat detectors, and communication eavesdroppers. Commanders with high-bandwidth taps into the supporting intelligence network should have access to vital information to enable decision-making while in the field.

Now let’s imagine that an opposing force seven times the size of this regiment began approaching from three directions. Such a force should not be difficult to detect given the field intelligence available; yet that’s exactly what happened according to David Talbot’s story published in 2004’s MIT Technology Review about the U.S. Army’s 69th Armor Regiment holding a key bridge on the Euphrates River in 2003.

This story perfectly illustrates the problem of vertical vs horizontal knowledge.

The problem was, front-line troops had terrible situational awareness because the flow of information was inhibited by a vertical command-and-control structure (rather than a horizontal flow).

Information had to travel up the chain of command so that major commanders in the rear could interpret it, and then send their decisions back down the line. This resulted in huge latency; the information was there, it just wasn’t getting to the people who needed it when it mattered most.

Talbot’s story goes on to contrast the organizational structure of SPEC-OPS forces organized into small teams of two-dozen; rather than being linked to a single central command, the teams were networked to each other with a designated individual per team responsible for managing flow of information (between their team and the others’).

In these special forces units, flow of information was “flat”, or horizontal; leadership contributions & decision making involved every team member, not just the official designated leader.

In this Process Street article, we’ll be looking at how you can implement horizontal knowledge management in your organization.

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The Law Offices of Kyle Robbins Outperform Competition by 2x (with Process Management)

kyle-robbins-estate-planning-probate-attorney-case-study

The Law Offices of Kyle Robbins, estate planning & probate attorney is a law firm in the Austin, TX area.

By using Process Street, they have been able to overcome many growing pains that law firms often face, like simplifying long, complex processes, reducing human error, and simplifying the daily recurring tasks.

As a result, their attorneys handle roughly 2x the number of cases for their industry’s average.

Owner Kyle Robbins describes how they achieved this by using Process Street to upgrade their process management methods, letting their business run at scale beyond humble Excel beginnings.

In this Process Street case study, we’ll cover:

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Process Street Highway 2021: Welcome to the Future of Process Management

process street highway webinar virtual event 2021
We’ve just wrapped up our first ever virtual event Highway, and we are super excited to share this roundup of everything!

Highway 2021 was an event we hosted to chat with industry leaders about everything process-related. From exciting developments to life (and business) changing use cases, Highway brought the best that the industry has to offer and streamed it live to an audience of hundreds.

Everyone involved, from our internal team to the guest speakers did such an amazing job pulling this together, and we’re super proud and excited to share the recordings with everyone.

So grab a coffee, sit right down and let Process Street show you to the future of process management!

Here’s an overview if you want to jump ahead:

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Pages: Your Secret Weapon for Totally Free Knowledge Management


Pages, a new product by Process Street, lets you capture, organize and share your team’s operational knowledge.

It’s also free, forever, for your entire team.

Pages is part of Process Street’s development as the modern process management platform for teams.

Thousands of teams from Salesforce to Yext use our interactive workflows to power their processes. In doing so, these teams are evolving their process maturity.

And process maturity, as well as how to think about & use our new Pages product, is exactly what we’ll be covering in this article.

Here’s an overview:

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Supercharge Your HR & Onboarding with Process Street (+ Video Walkthroughs!)

hr-onboarding-process-walkthrough

For HR managers in charge of onboarding new employees, daily tasks can quickly become difficult to track and overcomplicated.

Consider: 4 new hires starting this week, alongside about a dozen others that started in the past few months, and a handful that are wrapping up their first year any day now; it’s clear how HR departments can struggle to stay on top of things without stress or confusion.

That’s why human resources departments worldwide use Process Street to streamline and automate their daily HR work tasks, for processes like:

In this article, we’ll show you how our customers manage their daily HR tasks using Process Street.

You can see exactly how it’s done, with supporting screenshots and video walkthroughs.
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Introducing Pages: Your Free-For-Everyone Home for Team Knowledge

announcing pages

Way back in 2013, in a converted horse stable in Buenos Aires, the first version of Process Street was just starting to come together.

From day one, we were inspired by the concept of a repeatable checklist. We still love checklists. And we’re still guided by that initial concept. But we’ve come a long way.

Over the years, we’ve evolved checklists into Workflows and grown our Workflows product in new and exciting ways. Workflows continues to be a cornerstone of the Process Street platform with even more exciting developments in the works.

Now, we’re excited to announce Pages: a new, companion product to Workflows. It’s the latest step in evolving Process Street from a repeatable checklists tool to a complete, modern process management platform.

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