All posts by Vinay Patankar

7 Small Business Accounting Templates To Secure Business Success

Black-and-white finance operator presenting a small accounting workflow control panel model

Small business accounting is not just bookkeeping. It is how you protect cash flow, plan spend, prepare taxes, and keep enough proof that the numbers can be trusted. When those recurring finance processes live in someone’s head, mistakes are easy to miss.

These free small business accounting templates turn repeatable finance work into Process Street workflows: owners, due dates, approvals, records, and audit trails in one place. They are not Excel accounting spreadsheet templates. They are workflow templates for the accounting work around cash flow, budgeting, financial planning, audits, and tax preparation.

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8 CRM Workflows to Destroy Data Entry and Close More Deals

Sales operations manager using a miniature sales follow-up control panel to represent CRM workflow automation.

As part of a sales team, you do not get paid to fiddle around with the CRM. You get paid to close deals. But keeping the CRM up to date can still feel like a full-time job when every lead, note, handoff, and follow-up depends on manual entry.

A CRM workflow fixes that by turning a trigger, a condition, and an action into a repeatable system. A form submission can create a lead, a support tag can open a sales task, a won deal can alert the team, and a qualification checklist can push structured data back into the CRM.

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8D Chess: How to Use The 8 Disciplines for Problem Solving

Black-and-white quality operations lead moving a chess piece on an eight-piece problem-solving board.

Hospitals have developed something of a reputation for being rife with bad processes. When processes are not adequate, the result is an abundance of workarounds: nurses looking for missing equipment, staff bending the official procedure to keep care moving, and teams fixing the immediate symptom without fixing the system that created it.

One AHRQ PSNet perspective reports that nurses spent 33 minutes of a 7.5-hour shift on workarounds outside their job description. That kind of firefighting may keep the shift moving, but it does not remove the root cause.

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8 Things My First Year at a Startup Taught Me About Productivity & Remote Work

Black-and-white remote startup operator presenting a miniature distributed home-office network model for productivity and remote work.

As anyone who’s done it will tell you, being one of the first employees at a tiny company is a huge responsibility. You start with one clear job, then the company grows and the edges of that job start moving every week.

As you settle into your routine tasks, you find you get more and more to do with just as many hours in the day. The workload does not magically shrink, so your best chance is to tighten up your workflow, protect your energy, and build habits that make remote work software feel like leverage instead of another inbox.

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HR Toolkit: 30+ HR Tools for Every Team

Black and white HR leader presenting a modular HR toolkit case

Human Resources teams now run on a connected stack of tools for hiring, onboarding, training, engagement, safety, payroll, compliance, and employee support. A strong HR toolkit helps each function move faster while keeping the employee experience consistent.

The right HR tools do more than digitize admin work. They help HR teams build repeatable workflows, protect compliance records, coordinate handoffs, and make better decisions across the employee lifecycle.

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7 Insightful Company Policy Tips from Basecamp’s Employee Handbook

Black-and-white people operations lead presenting a company policy approval stamp for handbook guidance.

While we were writing our guide to writing an employee handbook, it was striking how few public employee handbooks there were out there to read. Obviously, most companies don’t want to expose their internal workings, and that’s sometimes for a good reason. However, you can usually trust startups, excluding Uber and Zenefits, to be transparent about their operations.

And, when it comes to transparency, Basecamp’s handbook is an amazing example. It’s both a useful resource for companies looking to write their own policies from scratch, and a genuinely interesting read. In fact, it might be the first interesting company document I’ve ever read.

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8 Nintex Alternatives to Systemize Your Workflows Better This Year

Black-and-white operations leader routing workflow blocks through a compact automation machine for Nintex alternatives.

Nintex is a serious workflow automation platform. It can handle complex forms, approvals, document generation, robotic process automation, process intelligence, and enterprise workflow orchestration. For teams that have built a lot of work around Nintex, that breadth is useful.

It can also be more platform than many teams need. If you are looking for Nintex alternatives to systemize your workflows better, the right choice depends on what you are replacing: recurring operational workflows, SharePoint workflow automation, process mapping, app-to-app automation, procedure documentation, or a lighter request-management layer.

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4 Ways to Optimize Your Internal Mobility Program for Employee Retention

Black-and-white HR leader moving an employee token across a career ladder model for internal mobility.

9 out of 10 people are willing to earn less money to do more meaningful work. That means retaining employees goes far beyond offering a competitive salary.

Employees also watch whether the company gives them room to grow. Gallup tracks career growth as a core factor in employee retention and attraction, and a visible internal mobility program can reduce the risk that strong performers leave to find their next opportunity elsewhere.

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8 ITIL Processes for First-Class IT Service Management

IT service manager standing beside a data-center server rack, illustrating ITIL processes for first-class IT service management

Strong IT service management runs on repeatable processes, not heroics. This guide gives you eight free ITIL process templates you can run in Process Street right away, covering everything from incident, problem, and change management through to continual service improvement, so your team handles IT work the same reliable way every time.

ITIL, the Information Technology Infrastructure Library, is the most widely used framework for IT service management. It organizes the practices that keep IT services aligned with the needs of the business, from logging an incident to reviewing a change after it ships, and it is the backbone of first-class IT service management in most enterprises and government agencies.

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9 Checklists to Help Hospitals Deliver and Optimize Superb Patient Experiences

Hospital quality nurse scanning a wristband to verify a checklist step

Hospital checklists help teams deliver safe, consistent care without relying on memory. They are especially useful for repeatable work where missed steps affect patient safety, infection control, inspection readiness, compliance, and superb patient experiences.

The nine hospital operations checklists below give medical teams a practical starting point for cleaning, safety inspections, infection control, patient feedback, home visits, mental health risk assessment, surgical safety, and HIPAA safeguards. If you need a broader system for running and tracking those recurring routines, our medical checklist app guide explains how software can turn checklists into auditable workflows.

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