All posts by Thom James Carter


8 Free Templates to Improve Diversity in the Workplace

Workplace diversity is more than a buzzword. It’s also more than a passing phenomenon.

Whether it’s findings from MIT proving that having an equal gender balance increases revenue, or McKinsey’s discovery that companies in the top quartile for racial and ethnic diversity have a 35% increase in financial returns above the national average, diversity positively affects both a company’s culture and bottom-line.

At Process Street, we recognize the importance of diversity, but we also understand that improving diversity in the workplace isn’t an easy task for HR teams.

Let’s get started!

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A Complete Guide to Workplace Culture: What It Is and How to Make Yours Better

Considering 15% of job seekers reject a company because of its culture, you want yours to be good enough to attract and retain top talent. 

Trying to pin down the exact meaning of “workplace culture” isn’t easy. 

What makes your quest harder is that “workplace culture” has become somewhat of a buzzword in the business world, muddying the waters of its true definition and making it harder to uncover and understand.

In this post, I’m going to explain the specific whats, whys, and hows of workplace culture. I’ll also highlight why it’s vital to instill a positive, forward-thinking workplace culture. 

Let’s dive straight in.🤿

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The Essential Processes Your HR Team Needs Today (+60 Free Templates)

The best HR processesThe 5+ million people who work in HR in the United States have their work cut out for them.

From hiring great-fitting talent and helping with their onboarding, to monitoring employee performance and even resolving any employee conflicts, there’s a lot of ground for HR teams to cover – and in such a short amount of time.

Imagine if there was a way for HR teams to time-save, cost-save, labor-save, and take control of their recurring tasks like never before…

Wouldn’t that be a dream?

At Process Street, we rather like turning dreams into reality. That’s why we’ve hand-picked our most effective, most useful HR processes from our extensive library and are presenting it in this ultimate HR process pack.

Think of it as your one-stop-shop for all the human resources processes you’ll ever need:

Now, let’s stop dilly-dallying and get to it!
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An Insider Look Into How We Built the Process Street Slack App (In 2 Weeks!)

build a slack app

BONUS MATERIAL: Once you’ve installed the Process Street Slack App, it will transform your Slack space into a superpowered tool for all your team’s recurring work. Learn how to get it, how it works, and why you need it in your life here.

Slack has changed the way we work.

From being able to easily stay in touch with colleagues, no matter where they are in the world, to sending important files and docs in real-time, teams can work more efficiently and effectively than ever before.

It’s no wonder, then, that Salesforce bought Slack for a whopping $27.7bn (and just a few months after they invested in Process Street’s very own Series A).

But Slack really becomes a productivity powerhouse when using Slack Apps — additional made-for-Slack applications that can help you communicate, receive crucial information, and complete work faster.

That’s why Cameron McKay, Process Street‘s CTO, built a Process Street Slack App enabling teams to simultaneously superpower both their Process Street and Slack usage!

Sound exciting?

It is.

In this Process Street post, I’ll be discussing why we decided to build a Slack App, how our CTO managed to build a Slack App for Process Street in just 2 weeks, and how you too can install the Process Street Slack App immediately.

Read the following sections to get clued-up:

Ready for a peek behind the scenes? 👀
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5 SaaS Renewal Best Practices (That Actually Work!) for Retaining Customers & Improving Renewals

saas renewal best practices

Every 28 days, a lovely Hermes delivery-person brings a crate of the world’s finest craft beer to my house.

But if it were up to me, I wouldn’t receive these beer boxes at all.

In early 2020, I tried to unsubscribe from [REDACTED] — a monthly beer subscription company — as I felt it was an unnecessary expense. I soon realized, though, that unsubscribing would be a Herculean task. There was no way to cancel digitally, and if I wanted to stop my subscription altogether, I’d need to ring them up during their (very limited) business hours.

Having to go through all that rigmarole dissuaded me from unsubscribing.

Annoyingly, I’m still receiving my delicious craft beers a year later.

These frustrating (read: unethical) tactics to stop customers from unsubscribing have been deployed by all manner of companies — from those in the food and drinks industry, all the way to those in the tech world.

And while it may seem tempting for your SaaS company to do similar, it’s nothing more than a quick win when, in reality, you should be focusing on improving the customer lifecycle. After all, it’s positive business-to-customer interactions that’ll stop people from wanting to unsubscribe in the first place.

That’s why, in this Process Street post, I’ll be discussing SaaS renewal. I’ll go over the definition of SaaS renewal, explain why customers think about unsubscribing from SaaS products, and provide you with actionable SaaS renewal best practices that’ll stop folks from hitting that unsubscribe button. (Providing you have one!)

Read through these sections to get in the know:

You’re about to become a SaaS renewal pro — let’s cheers to that! 🍻
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How We Smash Tough Goals and Objectives With OKRs (& How You Can, Too!)

goals and objectives

We’re an ambitious bunch here at Process Street.

In terms of numbers, we’ve published over 1,000 onsite blog posts, over 300 offsite blog posts, penned 5 huge ebooks, attended many an external webinar, and created many a podcast, too. And this is only our content marketing team’s efforts. If I were to discuss the phenomenal accomplishments of our other departments — from engineering to sales, product to customer success — we’d be here all day.

Despite our company-wide accomplishments, we knew in 2020 that we could push ourselves further (especially considering our $12m cash injection from Accel, Salesforce, and others). Naturally, we turned the ambitious goals and objectives we’d set ourselves up a notch.

This meant that, rather than only working with KPIs, we threw OKRs into the mix as well.

Not to toot our own horn too much, but I can say with confidence that the choice to do so went in our favor. In fact, we’ve had some of the best months ever since deploying OKRs!

This is why, in this post, I’m going to tell you everything that we learned from internally deploying OKRs at Process Street. Specifically, I’ll give you a quick recap on what OKRs are, go over our method for implementing OKRs in detail, recount my experience of getting used to (and then loving) OKRs, on top of providing 5 tried-and-tested tips for deploying OKRs at your company.

Just read the following sections to get completely clued-up:

It’s time for you to pivot to OKRs and hit challenging targets like a pro, too.

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Ideation: How to Excel at the Most Important Stage of Design Thinking

ideation

There’s no better moment than the ‘lightbulb moment’.

The one where you finally figure out a solution to a tricky problem, or just come up with an ahead of the curve plan, scheme, or proposal. The euphoria is intense enough to make you get out there and shout about it from the rooftops. Or, do a song and dance on the street, à la Dick van Dyke in Mary Poppins.

OK, perhaps the latter is a little hyperbolic. But the point remains that coming up with a great idea is a wonderful feeling.

The only problem is that, at some point in the relative future, more ideas need to be thought of. And for those working in creative fields such as advertising, design, and software engineering, ingenious ideas need to be generated on a regular basis. We’re talking daily, here.

So how can you and the rest of your team continually think of stellar ideas?

Through ideation.

That’s why, in this Process Street post, I’m going to spell out what ideation is, the benefits of ideation, 7 different ideation techniques to use, and what to do before undergoing ideation for the first time.

Read the following sections to get completely clued-up:

Let’s not make this a song and a dance.

It’s time to get straight into it! 💡
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What is Cancel Culture? How to Not Get Canceled and Have Everyone Hate You

what is cancel culture

Once upon a time, the word “canceled” was only applicable to objects and things. Like the meeting you didn’t want to attend. The subscription to Netflix or any other subscription-based product. Your favorite TV series (Firefly, anyone?).

But since the mid-2010s, the word has evolved. It’s no longer objects and things that get canceled, but people and companies too.

Kanye? Canceled.

Scarlett Johansson? She’s canceled.

Bon Apetit? Canceled.

Pepsi? Completely, utterly canceled.

The specific reasons why these people and companies were canceled in the first place vary. But it’s ultimately their actions, statements, or sentiments that led them to be canceled by the internet-at-large.

To learn about their missteps — and ensure you don’t go down the same route — here’s this informative, insightful Process Street post where I’ll be covering:

Let’s get right into what is cancel culture and canceling.

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Approvals: How to Streamline Decision-Making in Process Street

Approvals

Major setbacks. Lengthy delays. Unnecessary bottlenecks. When important items aren’t rejected or approved in time, progress is halted.

Take the United States’ government shutdown in 2019.

The shutdown meant the U.S. Small Business Administration – which backs entrepreneurs and small businesses with financial loans – could no longer approve loan applications.

The result? Small businesses turned to high-cost, short-term lenders, entrepreneurs couldn’t buy the necessary products their business relied upon, and the delay itself caused widespread anxiety among those who were relying on loans being granted. Financially-speaking, the lack of approvals caused a delay of $2 billion in SBA lending.

At Process Street (if you don’t know our app, it’s state-of-the-art BPM software!) we know how important it is for teams to get items approved or rejected, so that business processes and projects can be completed on time.

That’s why we’ve introduced approvals.

With approvals, decision-makers can give the go-ahead (or rejection) regarding important items, on top of providing any necessary comments.

Manager approvals

Want to know more about this game-changing feature and how it can dramatically improve workflows for your team? Read through the following sections:

Now, let’s dive straight in.

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How to Meet Goals and Inspire Your Team Using OKRs (Includes OKR Examples)

okr examples

I love winning.

It doesn’t matter what’s involved or what the prize is, I’ll do what I can to achieve my goal of clinching that ‘winner’ title.

When I was 6, my primary school held an egg and spoon race as part of its sports day activities. The prize was a yardstick of chocolate. Let’s just say that, by lunchtime, there were tears and tantrums elsewhere while my face was smeared with chocolate.

To this day, I’m still (perhaps unhealthily) incentivized by goals. Particularly in the workplace. I’m not alone in this though, as numerous studies show that goal-setting improves employee performance and engagement.

Do you relish winning, too?

And do you want the next quarter to be your team’s best quarter ever?

Then you need to know about OKRs (objectives and key results). It’s basically an adult version of the egg and spoon race.

That’s why, in this short, informative Process Street post, I’ll define OKRs, describe their business benefits, give advice on how to write solid OKRs, and also provide OKR examples from the likes of Google.

Just make your way through the following sections to learn all about OKRs:

Now, let’s make this quarter more than OK.

Let’s make it internally record-breaking, thanks to OKRs! 📈

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