All posts by Vinay Patankar

9 Best IT Glue Alternatives for MSP IT Documentation

Header image: 9 IT Glue Alternatives for MSPs

The best IT Glue alternatives for MSP IT documentation are specialist documentation platforms, password systems, knowledge bases, discovery tools, and governed workflow platforms that solve different parts of the managed-service documentation problem.

IT Glue is a cloud platform for MSPs that need structured client documentation, credentials, assets, relationships, and integrations in one place. Teams compare alternatives when they want a different contract model, deployment option, credential workflow, discovery depth, RMM alignment, or a way to connect approved documentation to repeatable execution.

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8 Smartsheet Alternatives for Project Management

Project operations lead comparing Smartsheet alternatives on a mechanical project portfolio board

Smartsheet alternatives are project, work-management, database, professional-services, and workflow platforms that replace spreadsheet-style planning with a model better matched to the way a team actually works.

The best Smartsheet alternative depends on the problem you are solving: enterprise portfolio control, simple collaboration, visual work management, relational data, clear task ownership, suite-connected project planning, professional-services delivery, or governed recurring operations.

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Create a Form That’s Beautiful: Typeform vs SurveyMonkey vs Wufoo

Form experience designer adjusting a physical online form-builder instrument

The best way to create a form is to start with the experience you want for the respondent and the decision or workflow the answers must support. Typeform, SurveyMonkey, and Wufoo can all collect data, but they are built around different priorities.

Quick verdict: Typeform is best for polished, conversational forms. SurveyMonkey is best for structured survey research, response collection, and analysis. Wufoo is best for practical forms embedded in a website or connected to an operational process.

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Cognitive Functions and Your Personality in the Workplace (Free MBTI Test!)

Team facilitator assembling an eight-part brain model to illustrate cognitive functions at work

Cognitive functions describe preferred ways of taking in information and making judgments. In Jungian type theory, sensing, intuition, thinking, and feeling can each be directed inward or outward, producing eight functions that later informed the Myers-Briggs Type Indicator (MBTI).

At work, these ideas are most useful as prompts for reflection and conversation. They can help teammates discuss communication, feedback, planning, and decision-making preferences. They should never be used to decide who gets hired, promoted, assigned to a role, or treated as capable of particular work.

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Celebrating 1 Million Workflows and Beyond! Inside our Record-Breaking Year at Process Street

Header image: One Million Workflows

Celebrating million-workflow scale was the clearest symbol of a record-breaking year inside Process Street, and the milestones went well beyond one number. By the end of 2021, customers had created more than one million workflows on the platform.

That represented one million ways teams were helping us make recurring work fun, fast, and faultless. Process Street’s 2021 highlights also included product launches, a first user conference, new customer stories, a growing community, and the return of carefully coordinated team gatherings.

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Digital Democracy: Improving Communication and Trust in Your Business

Header image: Digital Democracy: Improving Communication

Digital workplace democracy is the use of communication, collaboration, and workflow technology to give employees meaningful input into decisions that affect their work while keeping ownership and accountability clear.

Done well, it supports improving communication, trust, challenge, and decision quality. It does not mean that every choice becomes a vote. The practical question is which decisions should invite broad input, who owns the final call, and how the rationale and follow-through stay visible.

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Creating a Magical New Hire Onboarding Experience (Employee Onboarding Podcast)

HR leader carrying a magician top-hat welcome kit for a magical new hire onboarding experience

A magical new hire onboarding experience gives people clear expectations, manageable pacing, useful resources, human connection, and early feedback. The best onboarding practices remove uncertainty without overwhelming the person or automating away the relationships that help them belong.

In this episode of the Employee Onboarding Podcast, Process Street People leaders Ashley Chain and Erin Rice explain how they designed that experience for a remote company. Their examples cover the company-wide process, department handoffs, preboarding, personalization, buddy relationships, and feedback after the first week and again after ramp-up.

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Burnout: How I Beat It, and How You Can Too

Operations manager beside a depleted battery representing recovery from workplace burnout

In my first few months with Process Street, I worked so much that I almost quit through exhaustion. Small tasks became slow, my focus disappeared, and the thought that I could simply push through one more week kept making the problem worse. I was learning Process Street, marketing, and SEO at the same time, and I treated every extra hour as progress even after the quality of those hours had collapsed.

Burnout is not ordinary tiredness. It is a pattern linked to chronic workplace stress that has not been successfully managed. This guide explains what burnout is, why it matters, how to recognize persistent warning signs, how to recover, and how managers can prevent avoidable overload. It draws on the mistakes I made, the changes that helped me recover, and current guidance for designing healthier work. Burnout can happen to anyone. Beating it takes more than a weekend off, and preventing it takes more than telling people to be resilient.

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Business Risk: The 3 Main Threats to Your Business and How You Can Manage Them

Risk leader managing a model of operational, climate, and biodiversity threats

Business risk is any event, condition, or decision that can stop a company from meeting its objectives. The risk may start inside the business, with people, systems, customers, competitors, or controls, or outside it, with disrupted supply chains, extreme weather, climate transition, and ecosystem loss.

Managing business risk means identifying exposure early, assessing likelihood and impact, assigning an owner, choosing a response, and collecting evidence that the control worked. This guide covers six direct business risks and the 3 main threats that can cascade through climate and nature. It also explains how you can manage each risk through controlled execution.

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Customer Acquisition vs. Customer Retention: How To Find The Right Balance in Your Marketing Strategy

Marketing strategist balancing customer acquisition and customer retention investment
Nahla Davies is a software developer and tech writer. Before devoting her work full time to technical writing, she managed, among other intriguing things, to serve as a lead programmer at an Inc. 5,000 experiential branding organization whose clients include Samsung, Time Warner, Netflix, and Sony.

Customer acquisition brings new buyers into the business. Customer retention keeps existing customers active, successful, and willing to buy again. A healthy marketing strategy needs both, but the right balance is not a universal percentage. It depends on customer economics, growth stage, buying frequency, market headroom, and the next best use of each dollar.

Start by comparing acquisition cost and payback with retention, expansion, and lifetime value. Then allocate the next increment of budget to the side with the stronger expected marginal return, while protecting a minimum investment in both. Review the decision on a fixed cadence because the answer changes as the customer base, product, and market change.

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