All posts by Vinay Patankar

ISO 27001: The Secure Standard for Implementing & Auditing Your ISMS

iso 27001 2013

In this article, we’ll take a look at the foremost standard for information security management – ISO 27001:2013, and investigate some best practices for implementing and auditing your own ISMS.

Here is a summary of what we’ll cover in this Process Street article:

If you just want the free checklist for implementing and auditing your ISMS, you can grab that here. Otherwise, read on!
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The Compliance Operations Platform

Most companies separate compliance and operations.

Policies are written, stored, and reviewed on one side. Work gets executed, tracked, and reported on another.

Audits arrive later, scrambling to connect the two.

That separation is costly. It creates missed steps, inconsistent execution, and regulatory exposure. The distance between “what should happen” and “what actually happens” is where risk lives.

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How Alarca Realty Replaced Spreadsheets with Process Street to Streamline Property Management

Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments.

We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their growing business running smoothly.

Streamline property management yourself with Process Street

Before we jump into Alarca’s story, check out the webinar video below. It’s a great resource for learning about how you can use Process Street to bolster your property management-related workflows, just like Alarca!

The Alarca Story

Founded in 2005, Alarca began with the mission of delivering world-class property management services in Charlotte and other locations in southwestern North Carolina.

Their focus on customer service and providing the highest return for clients has resulted in them achieving industry-leading client retention levels.

alarca-property-management

For many years, the company used a large library of spreadsheets to manage internal processes and track communication with clients.

As the company grew, so did their spreadsheets, and it soon became incredibly difficult and time-consuming to execute tasks as efficiently as they would like.

Bob identified this bottleneck, and after a period of significant research and testing, decided to go with Process Street to improve the way his team complete their day-to-day tasks and for him, as the manager, to gain greater insight into the progress of workflows.

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How Salesforce & Process Street Nailed Client Onboarding at Scale

Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process.

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Procurement Compliance Made Easy for Canadian Government

A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the department transformed its procurement operations, establishing a blueprint for government-wide adoption.

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How Hustle Fund Saves $150,000/year with Process Street

Vinay Patankar
November 30, 2024

How Hustle Fund Mastered Operational Efficiency

Hustle Fund is a venture capital firm that invests in early-stage startups, particularly at the pre-seed and seed stages. Founded by experienced entrepreneurs and investors Elizabeth Yin and Eric Bahn, Hustle Fund focuses on backing founders who demonstrate hustle and grit. They have invested in over 500 companies across various industries, including Webflow, Boom Supersonic & NerdWallet.

When Hustle Fund crossed 150 investments, they faced a pivotal moment: scaling their operations without ballooning costs or risking compliance mishaps. Relying on manual processes for deal tracking, compliance, and audits wasn’t just inefficient—it was unsustainable. They needed a solution to manage their growing complexity and found it in Process Street, a project management platform purpose-built for venture capital firms. The results were transformative.

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How Global Ag Input Solutions Uses Process Street to Communicate With Sales

Vinay Patankar
November 26, 2024

Global Ag Input Solutions uses Process Street to help direct operations and connect team members out in the field with those in the office. We sat down with Vicki Riendeau to learn how they employ Process Street’s checklists in their business.

The Global Ag Input Solutions story

Global Ag Input Solutions is a subsidiary of Global Ag Risk Solutions, an insurance company which primarily operates in Canada and is moving further into the US market.

It was identified that customers needed more than just insurance products and would benefit from lending opportunities. As such, Global Ag Input Solutions was established to provide a unique, convenient and flexible Input Financing Program that puts producers in control.

global ag input solutions farmland
Source

Global Ag Input Solutions is a growing company with an innovative approach in the industry, but how does the team keep on track day to day?

Global Ag Input Solutions uses Process Street for:

  • Internal communication
  • Sales
  • Finance
  • Approvals

The team has benefited from implementing Process Street by:

  • Streamlining internal communications
  • Managing the sales process end to end
  • Centralizing information
  • Providing clarity about what work needs to be done

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What is BPM Software? The Ultimate Business Process Management Software (BPMS) Guide

best bpm software

This is a big blog post about Business Process Management software (BPMS). If I’ve succeeded in doing what I set out to do, this article should provide pretty much everything you could ever need to know about BPM software.

At its core, the article is built around the following pillars of BPM software:

I have tried to distil the information in this article to only the most crucial elements, and many sections have been abbreviated where they deserve entire articles to themselves!

Thankfully, where necessary I have provided links to supporting material where these concepts are expanded upon, should you be interested in delving deeper.

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Best QMS Software for Quality Management Systems: Which is Right for You?

quality management system software qms software

Implementing a quality management system (QMS software) is an important investment companies cannot overlook.

One Harvard Business Review study found that companies with an ISO 9001 certification have much higher rates of “corporate survival, sales, employment growth, and wage increases than a matched group of non-adopters.”

For instance, 65% of companies save $25,000 or more in costs within their first year of implementing a QMS.

Adopting a QMS software can also boost efficiency and consistency of work, increase customer satisfaction, raise product value, and reduce unnecessary costs and overall risks.

A good quality management system is all about achieving a quality-driven culture within your company, and as a result, making your product better and marketing it faster. But in order to access these benefits, it’s important that you choose the right QMS solution for you and your company.

In this Process Street article, we’ll be going over the foundation of everything you need to know before choosing your quality management system software.

We’ll be covering:

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Effective Employee Onboarding: Insights from HR Expert Leigh Henderson

effective employee onboarding

Imagine transforming the often-daunting world of employee onboarding into an engaging, human-centric experience.

This is exactly what we delve into on the latest episode of the Employee Onboarding Podcast. Host Erin Rice, our resident people and operations star at Process Street, sits down with the trailblazing Leigh Elena Henderson. With over 20 years under her belt in corporate America, Leigh brings a whirlwind of HR insights and innovations.

Are you eager to discover the secret sauce to effective onboarding? Craving real-life stories from the HR frontlines? Or maybe you’re just keen to hear how a seasoned HR expert is reshaping the narrative of employee integration.

Either way, buckle up for an episode that’s set to revolutionize your perspective on welcoming new talent.

  • Podcast Introduction: Meet Leigh Elena Henderson, a seasoned HR expert.
  • HR Innovator Spotlight: Leigh’s journey with HR Manifesto LLC.
  • Icebreaker Moment: A light-hearted discussion on laundry habits.
  • Personal Experiences in HR: Leigh’s professional journey and passion.
  • Onboarding Experiences: Insights into effective & challenging onboarding processes.
  • First Week Priorities: The importance of connectivity in new hire integration.
  • Employee Engagement Strategies: Empowering new hires for success.
  • Remote Onboarding: Addressing the complexities and solutions.
  • AI in Onboarding: Exploring the potential impact of technology.
  • Organizational Fit and Culture: Leigh’s approach to hiring and cultural integration.
  • HR Besties Podcast: Introducing Leigh’s new HR-focused podcast.

Listen below, or read on for the full transcript.

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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