If you need to manage any kind of recurring work in your team, but aren’t sure what to look for in a process management software, then this guide will give you all of the information you need to help you make sense of the marketplace and make the best decision possible.

In this Process Street guide you will find:

• Signs you need process management software
• Is process management software right for you?
• 4 questions to ask yourself before you buy
• Must-have features in process management software
• What should you look for in a vendor?
• 5 tips to succeed with process management software

By the end of this guide, you will be ready & confident to identify & make a decision about your ideal process management software.
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It was a year of milestones here at Process Street. Perhaps the one we’re most excited about: 1 million workflows!

That’s right, since launching Process Street users have now created more than 1 million workflows on the platform.

That’s 1 million ways you’re helping us with our mission of making recurring work fun, fast, and faultless for teams everywhere.

And since we’re celebrating, we thought we’d share a recap of some more Process Street highlights from 2021.
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There’s no such thing as a perfect process.

The best process builders consistently tweak and improve their workflows over time. These principles — more formally called continuous improvement — were the inspiration for the newest Process Street feature: real-time run updates.

Real-time run updates make it easier than ever to save changes to your workflows, and push those changes to in-progress workflow runs.

This means no need to wait for your process to be “perfect” before getting it live in your business. You can launch and validate your workflow with a minimum viable process, and add updates to evolve your workflow over time. All without stopping, slowing down, or waiting on work that’s already happening.
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This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Anne Perry, Process Street’s resident process design expert, shares with us how we’ve built processes for hundreds of teams to help make work fun, fast, and faultless.

Process Design Masterclass: What I’ve Learned Building Processes for Hundreds of Teams was the eighth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and don’t forget to sign up for free with Process Street!

Here’s the Process Design Masterclass with Anne Perry segment in full:

• Anne Perry: Process Street’s resident process design expert
• Four Ws and an H
• Why: Why does this workflow exist?
• What: What needs to be done?
• How: How do I do it?
• Who: Who does what?
• When: When are things supposed to be done?

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Amy Dawson is a freelance copywriter specializing in content creation and PR strategies. With a background in recruitment, Amy has spent many years writing about how to make the most of your job hunt, from finding out where to search for your dream job, to preparing for your interview and understanding what to expect from your employer.

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.

However, this kind of vertical organization can make it difficult to figure out how sales, marketing and customer success can work together optimally.

Siloing operational knowledge like this often leads to inefficiencies and reduced performance.

That’s where the role of revenue operations (also referred to as RevOps) comes in: Their goal is to increase efficiencies and ensure that each strand is working together harmoniously.

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

• How does RevOps differ from Sales Operations?
• What is the purpose of RevOps?
• Are you making the most of the tools at your disposal?
• What are the primary responsibilities of the revenue Ooperations department?
• The commercial software that’s supporting its own expansion as well as its clients
• How can RevOps increase sales growth?
• What has caused this shift, and why is RevOps now on the rise?
• Could your business benefit from revenue operations?
• What is preventing businesses from taking advantage of RevOps?
• How do I get started with RevOps?

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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:

• OKR management best practices
• How to automate your OKRs with Process Street & Weekdone
• Supercharge your OKRs with a workflow management platform

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This 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.

• Two big shifts in how teams approach process management
• What makes a great company so great?
• Empowering people to build quickly & iterate
• Rich Wong’s process management advice
• Horizontal knowledge: Connecting efficiency across teams
• Automation: A core tenet of modern process management
• Rich Wong’s simple trend-spotting process

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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With 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:

• Why do I need an interview anyway?
• 12 interview questions to ask a freelance developer

Let’s get right into it!
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Robbins Estate Law 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:

• Exactly what Process Street is used for
• Benefits of using Process Street
• The initial challenge (before Process Street)
• How Process Street solved their problem
• The results they saw after using Process Street

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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:

• Welcome to the Future of Process Management!
• Introducing Pages: The Best Way to Create a Knowledge Base Next to Your Processes
• Remote Team Management Secrets with Zapier CEO, Wade Foster
• Supercharging Operational Efficiency with Leverage CEO, Nick Sonnenberg
• Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group
• Talking Customer Success Strategies and Tips for Remote Teams with Jay Nathan
• Managing the Process: Secrets and Hacks From Process Street Experts
• Process Design Masterclass: What I’ve Learned Building Processes for Hundreds of Teams
• Why Processes Are Vital to Scaling a Business with Rich Wong, General Partner at Accel
• Setting up a No-Code Operational Culture with On Deck (Masters of Process Podcast Preview)

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