Workflow management software is a system that gives teams one place to define recurring work, assign ownership, route approvals, automate handoffs, and track whether every required step happened. The right system turns a process from a document people are expected to remember into work that runs with control and produces proof.

This guide explains the essential features, benefits, use cases, selection criteria, implementation steps, and automation patterns behind modern workflow software. It also shows how Process Street compares with Qntrl and adjacent tools, and links to a broader review of the best workflow management tools for buyers who need a wider shortlist.

Continue Reading

Customer lifecycle software is the connected set of systems and workflows that moves a customer from first awareness through engagement, evaluation, purchase, retention, and advocacy.

The strongest customer lifecycle software stack does not treat those stages as separate campaigns. It gives each team the right tool for its job, keeps customer context connected, and uses automation to move work across marketing, sales, service, and customer success without losing ownership or evidence.

Continue Reading

Design for Six Sigma (DFSS) is a methodology for designing or fundamentally redesigning products, services, and processes so customer requirements and defect prevention are built in before launch. Applied well, Design for Six Sigma can supercharge your business by preventing costly design failures before they reach full operation.

DFSS is the umbrella approach. DMADV, Define, Measure, Analyze, Design, Verify, is one of its most common phase models. Use it when you are creating something new or overhauling a design. Use DMAIC when you need to improve an existing process with measurable performance data.

Continue Reading

Customer success operations is the function that designs the processes, systems, data, and programs a customer success team needs to deliver consistent outcomes at scale.

I learned why that matters during what became known as the email incident. Before Process Street, I worked as a technical service advisor for an environmental testing laboratory. A colleague forwarded a customer complaint to our manager with an inappropriate comment attached. The message also reached the customer. One missing communication control turned a routine complaint into a preventable escalation.

Efficient process design is the practice of defining a goal, mapping the sequence of work, assigning the right resources, testing the flow, and keeping the documentation current.

Andrew Schrage is CEO and co-founder of Money Crashers, a personal finance publication. In this interview, originally conducted in 2014, he explains how his team designs and documents repeatable business processes.

Your brand is critical to building a great culture with your team and a deep relationship with your customers. Custom branding helps people recognize the right process before they read a single instruction. In Process Street, cover images and emoji icons give workflows a distinct visual identity, while rich emails carry a consistent experience into customer and employee communications.

New employees, customers, and partners should always experience your brand in the best possible light. The goal is practical, not decorative. A clear visual system reduces hesitation, separates similar workflows, and reinforces which team or business owns the work. With a few repeatable choices, your workflow library becomes easier to scan and your outbound messages become easier to trust.

Confronting an employee should be a private, evidence-based conversation about a specific behavior or performance gap, its impact, and what needs to change. A manager’s job is to enter the meeting prepared, listen to the employee’s perspective, and leave with clear next steps.

The difficulty is balance. Too much force turns feedback into blame; too much cushioning leaves the employee unsure that anything is wrong. This guide covers 11 communication mistakes managers make and shows how a repeatable Process Street workflow can make difficult conversations fairer, clearer, and easier to follow up.

Imagine owning a global restaurant known for one signature ingredient, then having to tell customers that ingredient is unavailable. The immediate problem is a missed delivery. The deeper problem is procurement: demand was misunderstood, supplier capacity was not challenged, and nobody had a controlled exception path ready.

Digital procurement helps teams avoid that outcome. It connects the strategic work of defining needs and evaluating suppliers with the operational work of approvals, purchase orders, evidence, delivery, invoices, and performance. Done well, it can cut costs without sacrificing profitability, resilience, quality, or control.

SharePoint alternatives are document collaboration, content management, knowledge, and workflow platforms that replace the part of SharePoint a team actually needs. The best options get the job done without forcing every document, workflow, intranet page, and approval into one oversized Microsoft workspace. SharePoint can be powerful, but it often asks operations teams to accept heavy administration before the work itself becomes easier.

This list focuses on practical alternatives to SharePoint for teams that need document management, team knowledge, workflow automation, or a cleaner intranet experience. Some tools are better for storage, some are better for collaborative editing, and some are better for turning procedures into repeatable work.

Nintex alternatives are workflow, process-mapping, integration, documentation, and low-code platforms that replace the part of Nintex a team actually uses. The right choice depends on whether you need recurring operational workflows, SharePoint automation, process mapping, app-to-app automation, procedure documentation, request management, or complex enterprise orchestration.

Nintex is a broad workflow automation platform with forms, approvals, document generation, robotic process automation, process intelligence, and enterprise workflow orchestration. That breadth is useful, but it can be more platform than many teams need.