All posts by Vinay Patankar


6 Checklists to Perfect Your New Employee Onboarding Process

6 Checklists to Perfect your New Employee Onboarding ProcessIn this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists that you can use on their own or easily import into employee onboarding software like Process Street.

Why checklists? Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant. Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

Reported by Dr. John Sullivan, recruiting advisor and professor of human relations, the statistics show that:

  • 50 percent of new hires are fired or quit during their first six months
  • 40 percent of new CEOs fail in their first 18 months
  • Up to 60 percent of new management employees fail during their first 18 months

To many companies, the recruiting process has become expensive in terms of lost revenue, expensive in terms of the individual’s hiring, and damaging to company morale.

Luckily, a new employee onboarding process flow can prevent such mistakes from occurring. If you’re looking to put your best foot forward in making new hires feel welcome, a new employee onboarding process checklist can do the trick.
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Systematize Your Business With This Foundr Course from Process Street’s CEO

Systematize Your Business With This Foundr Course from Process Street's CEOSystematizing your business is one of the biggest challenges any founder or executive faces when trying to scale.

I’ve seen it personally in my businesses and in the experiences of our customers. It’s the problem which led to us creating Process Street when I ran a small business. It’s the problem people and businesses of all sizes now come to Process Street to overcome.

Thousands of customers like Accenture, AstraZeneca, and Salesforce are solving processes from small business needs to critical enterprise and infrastructure processes.

It’s important to learn not just how to get things done, but how to do that repeatedly, effectively, and efficiently as your team grows.

This is where business systematization comes in.

A huge part of that is process management. According to our research, 42% of respondents say their teams have no time to create processes. You cannot systematize if you fail to document your processes.

In fact, process documentation is only the first step. What about adherence, integration, automation?

That’s why, as Process Street’s CEO, I was so excited to collaborate with Foundr to create a course to take you from process-less to process pro. The course is now available for registrations – you have until September 8th to get involved, so make sure to register ASAP if you’re interested.

I’ll give you the platform and the playbook to systemize your business in just 10 minutes per day, all delivered through Foundr’s intuitive learning experience.

Foundr magazine is one of the leading media outlets for entrepreneurs, small business owners, and executives. The course comes carefully prepared with video lessons, playbooks, and an explanation of my proven DIA Method.

As part of the Process Street family, I’m offering you the chance to register now and get 4 free masterclass lessons where I’ll explain my 10 minute MVP approach to supercharging processes in record time.

Click here to register!

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Accel Leads $12m Series A for Process Street’s No-Code Workflow App

process street series a accel atlassian salesforceRead more about this announcement on Business Insider, Crunchbase, and Forbes.

I’m very proud and excited to announce that Process Street has raised a $12M Series A from Accel, Atlassian, Salesforce Ventures and other amazing investors.

The funds will go towards our vision of building the GitHub of no-code; where teams around the world can find and use checklists, workflows and automations to improve their productivity at work.

Our mission is to make recurring work fun, fast, and faultless for teams everywhere. Having experienced investors and leading SaaS partners will put us in a powerful position to achieve this mission.
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Should You Move from Email Support to Help Desk Software?

Email to Helpdesk

You know the importance of having great customer support. As a young company, you take pride in this—it’s what separates you from industry giants. You’re able to give your customers the individualized attention in a fast turnaround time. You’re even able to have relationships with your customers, learning from them and customizing your product to meet their needs.

But at a certain point, your team has done too good a job. Customer satisfaction grows sky-high, your customer base begins to grow, as well as your product itself, offering more features and applications. This means tickets become innumerable and much more complicated. And that’s when plain email support just doesn’t cut it anymore.

Here’s everything you need to know to help you decide whether a switch is in order.

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How Playing Multiplayer Video Games Helped me Develop a Growth Mindset

can video games make you smarter

I read an interesting post the other day by Salman Khan, founder of Khan Academy about how he has been training his son to have a “growth­ mindset”.

Here is a quote from the post:

Researchers have known for some time that the brain is like a muscle; that the more you use it, the more it grows. They’ve found that neural connections form and deepen most when we make mistakes doing difficult tasks rather than repeatedly having success with easy ones.

What this means is that our intelligence is not fixed, and the best way that we can grow our intelligence is to embrace tasks where we might struggle and fail.

However, not everyone realizes this. Dr. Carol Dweck of Stanford University has been studying people’s mindsets towards learning for decades. She has found that most people adhere to one of two mindsets: fixed or growth. Fixed mindsets mistakenly believe that people are either smart or not, that intelligence is fixed by genes. People with growth mindsets correctly believe that capability and intelligence can be grown through effort, struggle and failure. Dweck found that those with a fixed mindset tended to focus their effort on tasks where they had a high likelihood of success and avoided tasks where they may have had to struggle, which limited their learning. People with a growth mindset, however, embraced challenges, and understood that tenacity and effort could change their learning outcomes. As you can imagine, this correlated with the latter group more actively pushing themselves and growing intellectually.

In short someone with a growth mindset will embrace challenges and be willing to fail multiple times before reaching their goal, whereas someone with a fixed mindset will not even try.

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A Shiny New Look for our Favorite People

shiny new look

Today we’re excited to announce the release of Process Street’s new UI (UI or User Interface is a fancy way of saying “how the app looks and feels”).

If you’ve been in the app in the last day you would’ve seen we finished the last few screens of the new UI and the app now is completely converted over.

We’re going to be focusing on optimizing the look over the next few weeks as we get feedback from you, our users, on what you like and don’t like – in case that wasn’t clear, I’m encouraging you to talk to us : ) – [email protected]

Below are some of the key changes we made, but you really need to login yourself to experience it in all its glory.

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How to Manage your Podcast with Process Street

Podcast with Process Street

There are many things that Process Street, our process management platform, can be used for including onboarding new clients or launching a website. But an interesting use case that has cropped up recently is using Process Street for managing podcast releases.

Many podcast publishers run a checklist to help them manage the recording, publishing and promoting of each podcast episode. Checklists are a great tool to make sure things get done right, and since Process Street is the ultimate recurring checklist software, it only makes sense that podcasters would gravitate towards our platform.

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Top 16 Outlook Extensions to Boost Your Productivity

Outlook Extensions

Love or hate Microsoft, if your company uses Outlook, you need it to check in with your team, communicate with customers, and coordinate events.

While it’s great to have your email and calendar automatically synced, you can’t rely on Outlook to automatically solve all your productivity woes. Instead, think of it as a platform you can customize and optimize to help simplify your workflow.

These add-ins let you set reminders, track whatever you send, and move important info to the right place sooner. They can even reduce the number of pointless emails you get.

Here are 16 Outlook add-ins, compiled by us here at Process Street, that will transform your inbox into an efficient machine.

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The Ultimate Guide to Instagram Marketing

How to Market on Instagram

The Rise of Instagram

Instagram is the fastest growing social network. It has more users than Twitter and is an amazing tool for driving traffic and sales. Take a look at this guy who sold $4,000 worth of neckties in one day on Instagram.

Instagram Growth 2015

Photo and Image Credit

Here are some more stats on the rise of Instagram from Search Engine Journal.

  • Multi-platform use is on the rise: 52% of online adults now use two or more social media sites, a significant increase from 2013, when it stood at 42% of internet users.
  • For the first time, more than half of all online adults 65 and older (56%) use Facebook. This represents 31% of all seniors.
  • For the first time, roughly half of internet-using young adults ages 18-29 (53%) use Instagram. And half 0f all Instagram users (49%) use the site daily.
  • For the first time, the share of internet users with college educations using LinkedIn reached 50%.
  • Women dominate Pinterest: 42% of online women now use the platform, compared with 13% of online men.

If you’re hungry for more data, you can view the comprehensive 4-page report right here.

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Help Scout vs. Zendesk vs. Freshdesk vs. Groove: The Ultimate Help Desk Showdown

Vinay Patankar
September 4, 2018

Help Desk Software

A support rep’s life becomes much easier when their help desk seamlessly fits into their workflow. Tools are simple to use. Tasks get accomplished faster. A personalized help desk lets your rep do things their way, so they can solve human problems instead of figuring out software.

The more you customize your help desk, the more useful it is to your team. While all help desks have customization options, not all help desks can be personalized to the same extent.

To spare you the trouble of perusing lengthy FAQs and comparing free trials, we took a deep dive into the features of four popular software— Freshdesk, Help Scout, Zendesk, and Groove—to decide the best help desk of them all. Here’s what we found.

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