All posts by Vinay Patankar

Podcast: How to Welcome & Integrate New Hires (From Personal Experience)

how to welcome and integrate new hires

In the latest episode of Process Street’s Employee Onboarding Podcast, we’re diving deep into the fascinating world of employee onboarding, guided by the insights of Vicki Ulinici, a seasoned HR enthusiast and career coach. 

Hosted by Erin Rice from Process Street, we’ll explore a myriad of strategies and best practices that are reshaping how companies welcome and integrate new hires. 

From discussing the evolving landscape of onboarding to understanding the importance of pre-boarding, this episode is a treasure trove of knowledge for HR professionals and business leaders alike.

Join us as we unpack the key takeaways from this enlightening conversation. Here’s a brief overview of the topics covered:

  • Introduction to the Podcast and Guests: Erin Rice sets the stage for a comprehensive discussion on onboarding with Vicki Ulinici, highlighting her rich experience in HR.
  • Ice Breaker and Personal Interests: A light-hearted start with Vicki sharing her recent reading interests, providing a personal touch to the conversation.
  • Deep Dive into Employee Onboarding: Vicki discusses her current role and her approach to various HR processes, focusing on employee engagement and satisfaction.
  • Personal Onboarding Experience: Insights into Vicki’s memorable onboarding experience at her current company, emphasizing the tailored approach and support she received.
  • Exploring Pre-boarding and its Impact on Onboarding: The significance of pre-boarding activities and how they contribute to a successful onboarding process.
  • Ensuring Success in Early Onboarding: Tips and strategies for new hires to navigate their initial onboarding phase successfully.
  • Onboarding in Various Working Arrangements: Discussing how Vicki’s company adapts onboarding for hybrid, remote, and in-person work settings.
  • The Future of Onboarding and Closing Thoughts: Vicki shares her vision for the future of onboarding, focusing on gamification, cross-departmental involvement, and the integration of AI tools.

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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How Wodify Uses Process Street to Onboard Employees and Manage Customer Success

Vinay Patankar October 30, 2023
case study wodify - exercise

 

Wodify is a long time customer of Process Street that uses the platform to streamline their employee onboarding and power their customer success program. We spoke to their Product Manager Elli Rego about how they use Process Street in their business.

The Wodify Story

Fitness requires motivation and dedication, both of which are driven by competition and human connection. Thus, gyms need to connect with their members to survive.

Wodify gives gyms the platform they need to do just that.

Wodify Core is a gym management platform that lets owners and coaches quickly deal with their admin to focus on getting the best out of their members.

Schedules can be created and edited on the fly, member attendance is tracked and automatically billed, and everyone’s performance can be monitored and referenced to show just how well their workouts are going.

Competitions can be set up and easily managed with Wodify Arena, letting the fitness community push itself to train harder while live scoring keeps the results tense.

Gyms and their members are performance-driven by nature, and Wodify works to let their customers focus on just that.

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Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group

Client onboarding consultant presenting an organized welcome kit for a complete customer handoff

At Process Street’s 2021 Highway event, Adam Schweickert described how his team at Wetmore Consulting Group built a client onboarding workflow to collect complete information, add quality controls, collaborate with customers, and create a clean implementation handoff.

The result, according to Adam, was an onboarding timeline cut in half, better information, and a smoother client experience. The walkthrough below preserves his practical advice on conditional logic, signatures, communication, approvals, automation, process discovery, and change management.

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Podcast: Onboarding Best Practices from a Digital Nomad CEO

digital onboarding best practices

Ever wondered if your new hire’s first ‘hello’ could be from a chatbot? Or if that glowing quarterly review could someday be delivered by an AI?

Tune in to our latest episode of Process Street’s Employee Onboarding Podcast, where Erin and Max Sher pull back the curtain on the future of employee onboarding, training, and those all-important ‘wow’ moments.

Discover why some traditions are worth keeping and where technology could step in to elevate the experience!

This episode covers:

  • Sher Agency structure & dynamics (as a globally distributed web design team)
  • How Max scaled up from a solo entrepreneur to a global team
  • How to improve digital onboarding efficiency
  • Important lessons Max learned about digital onboarding
  • How culture plays into good onboarding (especially remote)
  • The quest for the employee “wow” moment
  • Thoughts on the future of employee onboarding (including the role of AI)

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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How Fairwinds Technologies Improved Operations with Process Street

Fairwinds Technologies was founded by leaders from the Department of Defense (DoD) and commercial technology space. The goal of Fairwinds Technologies was to combine the best of both backgrounds and bring the latest in commercial technologies to the military.

But as a new company, they realized that their procedures and processes were underdeveloped. That’s when they enlisted the help of Process Street to ensure they didn’t run into bigger operational problems later down the line. 

In this post, I’m taking you through how Fairwinds Technologies uses Process Street to build out processes and assign ownership to their work by looking at: 

  • The challenge
  • The solution 
  • The results 

Let’s get started.

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Podcast: The ‘Wow’ Factor: Rethinking Employee Onboarding & Retention

wow factor employee onboarding

In a world where employees are increasingly treated as mere cogs in a machine, new approaches to onboarding can provide a much-needed breath of fresh air, and help to unlock the potential to transform the way companies view and treat their workforce.

In this episode of Process Street’s Employee Onboarding Podcast, we’ve got a riveting conversation between Erica Gordon Roberts and our host Erin Rice, who discuss a unique onboarding strategy that doesn’t just tick the boxes but also establishes a deep-rooted emotional connection with new hires.

We’ll delve into:

  • The Importance of Buddy Programs
    • How different companies implement it
    • The unique approach to pairing ‘opposite’ employees
  • The Role of Intentional Pairing
    • Criteria for pairing, including different offices, roles, and personality traits
    • The objective of fostering diverse perspectives and inclusivity
  • The “Wow Factor” in Onboarding
    • Personalizing the onboarding experience through gifts
    • The process of gathering personal information to tailor the experience
  • Impact on Employee Retention
    • The link between personalized onboarding and longer tenure
    • How even those who leave become brand ambassadors
  • Company Culture and Onboarding
    • The influence of these practices on overall corporate culture
    • Real-life examples of the types of gifts given
  • Emotional Connection and Employee Loyalty
    • How small gestures can create a long-lasting emotional bond
    • Examples of the kinds of emotional connections made
  • Positive Experiences Upon Leaving a Company
    • The concept of turning even departing employees into brand ambassadors
    • Celebrating employees’ new opportunities

Join us as we explore the psychological underpinnings of this approach and its profound impact on employee retention and company culture. Discover why it’s the small, thoughtful gestures that can make the biggest difference, turning what could have been a forgettable start into an inspiring journey that employees will treasure for years to come.

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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Digital Employee Engagement Unplugged (How to Build Remote Culture & Trust)

digital employee engagement

Want to take your onboarding to the next level? You’re in for a treat with our latest podcast featuring Erin and Wristy, who dive into some game-changing approaches to humanizing the workplace and leveling up your team culture.

If you’re an HR pro, team leader, or just a culture-curious individual, this one’s for you.

Here’s what we’ll unpack:

  • “Culture Add” vs. “Culture Fit”: What’s the Real Deal?
  • The Power of a Team Charter: Saying Goodbye to Lengthy Presentations
  • Q&A Rounds: A Safe Space to Ask Anything
  • Buddy System & Mentorship: Two Sides of the Same Coin?
  • Creating “Wow” Moments in Onboarding
  • Ownership & Accountability: Why Your Employees Will Stick Around

So, if you’re ready to get some actionable insights straight from the experts, read on!

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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Podcast #12: Secrets of Globally Distributed Onboarding (Justine Van den Mooter)

globally distributed onboarding

In this podcast episode, we interview Justine Van den Mooter from Qwilr about designing an effective onboarding experience.

We discuss creating a comprehensive onboarding process for all new hires, regardless of their role or location, fostering manager involvement, and providing a supportive environment for new employees.

Justine shares her experience in revamping Qwilr’s onboarding process and highlights the importance of proactive communication, personalized tasks, and maintaining excitement throughout the onboarding period. We also touch upon the challenges of onboarding in a globally distributed company.

Overall, the episode emphasizes the significance of a well-designed onboarding process in creating a positive employee experience.

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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Process AI: The Future of Process Management is Here

process ai artificial intelligence process management

For a decade, we’ve been on a mission to revolutionize recurring work. 

We’re proud to have helped teams like Salesforce, MIT, Colliers, and Hartford Healthcare streamline their business operations, and our innovation has attracted funding from renowned investors like Accel, Salesforce Ventures, and Atlassian Ventures. 

We built the world’s easiest-to-use business process management platform, accessible without engineering support. Then we made it available on Slack, Teams, iOS, and Android, empowering teams to work from anywhere with one-click approvals, quick-fill forms, and powerful automations.

Now, we’re excited to announce the next phase of our journey, the evolution of our product from a workflow management tool to an AI-powered process platform. 

Introducing Process AI, a next-gen process management platform powered by AI and ChatGPT.

P.S. We’ve just launched Process AI on Product Hunt, so feel free to support us over there!

In this blog post, we’ll look at:

  • Why traditional process management is hard
  • Process AI: Next-gen process management
  • What Process AI can do
  • The future of process management 
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What is ISO 14000? EMS Basics & Implementation (Environmental Management)

iso 14000

If the United Nations Environment Programme is to be taken seriously, the current generation is the last generation with a realistic chance of kick-starting the processes necessary to halt or reverse the looming global crisis of climate change.

“We are clearly the last generation that can change the course of climate change, but we are also the first generation with its consequences,” Kristalina Georgieva, the CEO of the World Bank.

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