All posts by Vinay Patankar

17 Service Level Agreement Examples to Track Your Service Management Metrics

Service operations manager reviewing an SLA status board for service management examples.

Service level agreements are only useful when both sides can see what was promised, how performance will be measured, and what happens when service quality slips. The examples in this guide give you ready-made SLA workflows for creating agreements, reviewing them, and tracking service management metrics over time.

Use these 17 service level agreement examples to start with the right template for your situation, from IT and cloud services to call centers, HR, managed hosting, and network services. If you need the fundamentals first, read what an SLA is. If you want to build one from scratch, use our service level agreement template guide.

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30 Ways to Close More Deals with CRM Integration

Black-and-white photo of a sales operations leader moving a deal card across a sales pipeline board toward the closed-won stage, illustrating CRM integration for closing more deals.

SaaS, the great equalizer.

Thanks to SaaS (software-as-a-service) countless businesses of all sizes have moved to cloud-based apps to solve everyday problems in ways only available before to big companies willing to shell out thousands for software licenses. Smart startups can harness the power and efficiency of larger teams by cutting out the robotic admin work from their processes and zeroing in on what really matters: generating leads, closing deals and keeping customers happy.

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B2B Sales Management Statistics, and the Processes You Need to Act on Them

Sales operations leader presenting a structured pipeline scaffold for B2B sales management statistics.

You would not implement an unproven strategy based on gut feeling alone, and B2B sales management should be no different. Good strategies are based on research, and sales management statistics become useful when they help you hit your targets, inspect the changing state of B2B sales, and decide which sales processes need stronger ownership.

Facts and figures are not much use unless you act on them, so this post pairs the biggest sales management problems with practical processes you can use in your own organization. Bookmark this list the next time you are improving your B2B sales management strategy, sales operations, onboarding, automation, or ongoing training.

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21 Ways to Use Slack Bots to Simplify Everyday Tasks

Black-and-white operations manager adjusting a compact robotic message sorter for Slack bot automation

Imagine if you had an invisible robot running around the internet doing all kinds of tasks for you.

That is still the promise of a Slack bot: simplify everyday tasks by cutting down on repetitive work, answering common questions, routing updates, reminding people about deadlines, and connecting Slack to the tools where work actually happens. If you want to know how to use Slackbot, start with reminders, support answers, custom responses, and private notes. Then use Workflow Builder and the Slack Marketplace when the job needs a dedicated app or repeatable workflow.

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8 Simple Steps to Get More Out of your Time

Person in a work apron carefully adjusting the hands of a large vintage wall clock, illustrating deliberate time management

The difference between busy and productive is not effort. It is structure. Most people lose hours each day to reactive habits, unclear priorities, and scattered tools. Getting more from your time starts with recognizing where it goes and building a repeatable system to reclaim it.

These eight steps cover the full arc: from awareness to planning to execution to delegation. Whether you run a team of fifty or manage your own workload, this framework helps you stop reacting and start operating with intention.

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11 Checklists to Optimize Your Accounting Processes

accounting processes workflows

Accounting workflows from invoicing to reporting

Accounting touches every part of a business, and getting it wrong is expensive. Without a structured accounts receivable process, you risk losing revenue. Without a clear accounts payable workflow, you face late payment charges or exposure to fraud.

Process Street workflows give you a repeatable, enforceable system for every core accounting function, from onboarding new finance staff to producing your annual financial report. Each workflow below walks you through the steps, explains the reasoning, and connects to automation so nothing falls through the cracks.

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Slack Review: Is It Worth Using?

Slack review

Another Slack review?

When I started using Slack to collaborate with the team at Process Street, I could not tell you why it was so popular. I opened it, saw channels and messages, and thought: this is just chat. It took integrations to change my mind.

Slack now serves over 200,000 paying organizations and processes billions of messages each week. After Salesforce acquired the company for $27.7 billion in 2021, it became the default communication hub for teams that run serious operations. Its staying power is not hype. A well-known product-market fit study by Hiten Shah found that 51% of users would be “very disappointed” if Slack disappeared, the exact threshold that signals a product people genuinely need.

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3 Alternatives to using email to communicate with your team

Black-and-white operations manager adjusting a routing console for team email alternatives

Communicating with your team can be a pain in the ass. Keeping track of who said what and when can become a rabbit hole of wasted time and energy, especially if you work remotely with a team and need everyone to develop efficient habits around communication.

Email is still the most popular form of communication between teams, but it is not always the best option. The best email alternatives for team communication are chat and video tools, mobile messaging for quick updates, and project or workflow management tools for decisions, tasks, files, approvals, and proof.

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29 Small Business Podcast Interviews with the Experts

Small business podcast host speaking into a studio microphone for expert interviews

Business Systems Explored was Process Street’s podcast about the systems behind growing companies. Season one collected 29 small business podcast interviews with founders, operators, marketers, sales leaders, and process experts on how work becomes repeatable.

These interviews cover video marketing, startup marketing, growth strategy, outbound sales, customer success, hiring, delegation, PR, SEO, and systemizing a business from scratch. If you want a practical route through the season, start with the themes below, then browse the selected episode write-ups from the Process Street archive.

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16 Onboarding Best Practices to Improve Employee Retention by 82%

Black-and-white HR onboarding manager guiding a miniature wheeled boarding staircase for an employee retention onboarding article.

Strong employee onboarding does more than welcome a new hire. It gives them the access, context, manager support, and operating rhythm they need to become productive without guessing what comes next.

That matters because onboarding is directly tied to employee retention and productivity. Brandon Hall Group research, widely cited in onboarding studies, found that organizations with strong onboarding improve new hire retention by 82% and productivity by more than 70%. In this guide, we will use examples from Salesforce, Netflix, Process Street, and Intercom to show 16 onboarding best practices you can adapt for any team, including customer success.

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