All posts by Vinay Patankar

Prioritization Matrix 101: What, How & Why? (Free Template)

Prioritization Matrix

As humans, we tend to focus more on the things we need to do than the things we’ve already done. This so-called “Zeigarnik effect”, named after Russian psychologist Bluma Zeigarnik, means our minds are often swimming with all of the tasks, responsibilities, and mental notes that we think we should be focusing on. That’s where Prioritization Matrix can help!

All of these tasks and projects that need doing, this mental to-do list, without a clear hierarchy of importance can make it difficult for us to stay focused and actually get things done.

One way to combat all of this Zeigarnik noise is to note down everything. Make an actual to-do list. Studies have been done, and it has been shown that the very act of noting down tasks can quite simply “make you more effective”.

But, even with a to-do list, before you actually get anything done it’s necessary to have a clear idea of your priorities.

Sounds simple enough, right? Unfortunately, figuring out what to prioritize can be hard. It’s a complicated process that involves weighing up cost against value, effort against time, and for a lot of businesses, will likely involve many different stakeholders.

The solution is to work out a process for determining what to prioritize.

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How to Achieve Achieve Success With Customer Feedback System

customer feedback system

Customer feedback system is what every business needs to succeed.

Why? Let me explain.

There will always be people in this world that want something from you. Whether you are a business, an individual, or a group, people are needy.

Most company inboxes have a significant number of feature requests. Some of them make a lot of sense and some of them are probably pretty out there.

But whether customers are asking for something that you already have on your roadmap, or something that isn’t even tangentially related to your product, you still owe it to your customers to respond.

In this article, we’ll cover:

So, let’s get started!
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Dropbox vs Google Drive — Which Should You Choose?

Dropbox vs Google Drive

I recently hit the limit on my 100GB Dropbox account and after a bit of research decided to make the move from Dropbox to Google Drive. In this post, I’ll explain why I did it and some cool unexpected benefits that came from the move and give you a rundown of Dropbox vs Google Drive.

Dropbox and Google Drive are file storage services that sync files between a folder on your device(s) and the cloud. Making it easy to backup and access your files from anywhere.

Up until a few weeks ago I was paying for premium plans for both Google Drive and Dropbox.

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Virtual Reality Recruitment: The Ultimate Hiring Solution or Just A Trend?

ALT: Virtual Reality Recruitment: Cutting-Edge or Tiresome Trend?

Virtual reality recruitment is a growing trend in the recruiting world, thanks to the many benefits it offers. This is especially relevant for employer branding because virtual reality offers an immersive experience that allows candidates to engage with your brand directly. 

Imagine candidates many miles away from you being able to put on a headset, and get an office tour! VR has many promising advantages for remote and hybrid hiring

Stick here to learn more about how you can use VR in recruitment and whether VR is really the future of recruiting.

We’ll be covering:

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What Does a Customer Success Manager Do? 8 Essential CSM Responsibilities

what does a customer success manager do

What does a customer success manager do?

Let’s start at the beginning.

Customer success is vital to a company’s growth because customers are the ones that bring revenue. Although more popular in high-tech sectors, like SaaS product development or cloud services, the customer success manager (CSM) role is gaining more and more popularity in other businesses as well.

But you may be asking, what does a customer success manager even do?

A CSM’s role revolves around making sure customers get their desired outcomes while using the service/product, thus prolonging their life cycles.

In this Process Street article, I will walk you through a customer success manager’s tasks, from onboarding and training the customers, to reducing churn, dealing with critical events, getting and analyzing feedback from customers, and so on.

Read on to get a full 360-view of what the CSM role entails and why it’s so important for a company:

Let’s jump right in!
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How to Manage Small Business Calendars in the Cloud

Calendar Apps

Keeping everyone on the same page in your business is easy with today’s technology. Using cloud-based calendars, you can have everyone synced up all the time from any device. In this post, I will go through our favorite setups to ensure your team never misses a meeting again.

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What is ISO 9001 Certification? How to Get Certified (For Beginners)

ISO 9001 certification

ISO 9001 certification is an international standard for defining a quality management system (QMS). It outlines various criteria (or standards) to define quality management principles such as focusing on the customer, optimizing leadership and management within the organization, improving and fine-tuning internal processes, and general methods of continuous improvement.

If you’re working toward ISO 9001 certification or maintaining it, Process Street’s ISO 9001 software can help you document, manage, and improve your quality processes with ease.

Let’s break down each of the components of and ISO 9001 certification.

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How to Manage IT Tasks Effectively with Process Street (+Video Walkthroughs!)

manage IT tasks effectively

If you’re a Systems Administrator or performing any kind of IT managed service, your daily tasks are often repetitive, complicated, and easy to forget.

Especially if you’re new to the role, things can quickly become overwhelmingly difficult to track & execute effectively. New employees have a library of techniques specific to your setup to learn, and it’s almost impossible to manually track each task in a way that’s easily accessible.

That’s why IT managed service teams worldwide use Process Street to manage & automate their daily workflows, for processes like:

  • Network & server security audits
  • Reviewing audit logs
  • Performing daily backups
  • Penetration testing
  • VPN configuration
  • Firewall audits

In this Process Street article, we’ll show you some examples of how our customers manage their daily Systems Administrator & IT tasks.

You’ll learn everything from how to create workflows that adapt to your current situation to automatically assigning tasks to specific people based on their role in the team.
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Employee Spotlight: Anne Perry (Director, Solutions Consulting)

anne perry director solutions consulting

In celebration of International Women’s Day, we’re thrilled to shine a spotlight on one of the incredible women leaders here at Process Street – Anne Perry, Director of Solutions Consulting. Anne is a true inspiration to all of us, not only for her remarkable professional achievements but also for the warmth and positivity she brings to our team every day.

As a leader, entrepreneur, business builder, dog-mom, and all-round superstar, Anne embodies everything we stand for here at Process Street. Her commitment to excellence, coupled with her unwavering passion for empowering teams to achieve their full potential, makes her an incredible asset to our organization.

In this blog post, we’ll take the opportunity to get to know Anne a bit better, explore her journey to becoming a leader in her field, and learn from her invaluable insights and experiences. So, without further ado, let’s dive in and celebrate the amazing woman that is Anne Perry!

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Supercharging Operational Efficiency with Nick Sonnenberg (Leverage CEO)

improve operational efficiency

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Leverage CEO Nick Sonnenberg shares with us how his team kicked their operational efficiency into overdrive from start to finish.

Supercharging Operational Efficiency with Leverage CEO Nick Sonnenberg was the fourth segment of Highway.

You can check out our playlist of the full Highway event here, and don’t forget to create a Free Account with Process Street!

Here’s the Supercharging Operational Efficiency with Nick Sonnenberg segment in full:

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