All posts by Vinay Patankar

Colony Living Cuts Tenant Onboarding Time by 60%

Property operations manager carrying an oversized apartment key for Colony Living tenant onboarding

Colony Living is a Swansea-based real estate agency specializing in Houses in Multiple Occupation (HMO) property management, primarily for student accommodation. What began with its own portfolio grew into a service for landlords who needed consistent, high-quality property operations.

Colony Living cuts tenant onboarding time by 60% with Process Street, turning a fragmented housemate onboarding process into a controlled workflow. The team reduced each application from about five days to two while improving compliance checks, accountability, and visibility across a distributed team.

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How NC State’s Tech Transfer Office Cut Compliance Risk & Recovered $200K

NC State technology transfer operations leader presenting a patent royalty recovery vault

NC State’s tech transfer office cut compliance risk and recovered about $200,000 in missed intellectual-property licensing fees with Process Street. The Office of Research Commercialization, which includes the Office of Technology Licensing, moves university discoveries into patents, licenses, and commercial products across NC State’s $717 million research enterprise. Nicholas LeBlanc, Assistant Director of Operations and Strategy, oversees data integrity, technology transfer workflows, federal compliance, reporting, and operational automation.

The office manages invention disclosures, license negotiations, intellectual property compliance, federal Bayh-Dole reporting, and long-term royalty obligations. Bayh-Dole requirements carry firm reporting and recordkeeping duties. Noncompliance can violate award terms and, in serious cases, put rights in a federally funded invention at risk.

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Planning Pros Cuts Compliance Time and Saves $20,000+ Annually with Process Street

Financial adviser opening a four-lock compliance checkpoint gate for Planning Pros

Planning Pros is a New Zealand financial advisory firm navigating strict regulatory demands across client applications, claims, month-end checks, and reporting. Manual work made it harder to keep every file complete and every handoff consistent across a remote team.

Using Process Street for compliance workflow automation, Planning Pros cuts compliance time and reports reducing client onboarding by roughly 80%, saving more than $20,000 annually, and shrinking year-end compliance reporting from days to five minutes. The customer story shows how required steps, automations, audit trails, and asynchronous handoffs can turn financial compliance into repeatable execution.

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ISO 27001: The Secure Standard for Implementing & Auditing Your ISMS

iso 27001 2013

In this article, we’ll take a look at the foremost standard for information security management – ISO 27001:2013, and investigate some best practices for implementing and auditing your own ISMS.

Here is a summary of what we’ll cover in this Process Street article:

If you just want the free checklist for implementing and auditing your ISMS, you can grab that here. Otherwise, read on!
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The Compliance Operations Platform

Most companies separate compliance and operations.

Policies are written, stored, and reviewed on one side. Work gets executed, tracked, and reported on another.

Audits arrive later, scrambling to connect the two.

That separation is costly. It creates missed steps, inconsistent execution, and regulatory exposure. The distance between “what should happen” and “what actually happens” is where risk lives.

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How Paul Abel Cut Headcount by 75%, Quadrupled Revenue, and Scaled Compliance with Process Street

Workplace safety compliance inspector checking a fall-protection harness for the Elite Business Ventures case study

Elite Business Ventures (EBV) is a workplace safety and compliance company behind brands including OSHA4Less and PosterElite. At the time of this transformation, EBV had more than 65 employees and millions in annual revenue.

Paul Abel used Process Street to turn undocumented work into controlled workflows. He reported that he cut headcount by 75%, quadrupled revenue, and scaled compliance while saving $1 million in Year 1 and improving traceability across compliance-heavy operations.

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Christian Marketing Case Study: 54% Email Open Rates & 150% More Event Attendees

Christian educator event lead operating an entry turnstile for the Rise Up Summit

At Teach 4 the Heart, a professional development provider for Christian educators, scaling Christian marketing operations meant finding a better way to manage daily tasks, email campaigns, and large events like the Rise Up Summit.

The team needed a more structured alternative to Trello. Marketing performance had plateaued, and coordinating external sponsors and team members felt increasingly chaotic.

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How Alarca Realty Replaced Spreadsheets with Process Street to Streamline Property Management

Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments.

We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their growing business running smoothly.

Streamline property management yourself with Process Street

Before we jump into Alarca’s story, check out the webinar video below. It’s a great resource for learning about how you can use Process Street to bolster your property management-related workflows, just like Alarca! For a complete overview, see the complete guide to property management software.

The Alarca Story

Founded in 2005, Alarca began with the mission of delivering world-class property management services in Charlotte and other locations in southwestern North Carolina.

Their focus on customer service and providing the highest return for clients has resulted in them achieving industry-leading client retention levels.

alarca-property-management

For many years, the company used a large library of spreadsheets to manage internal processes and track communication with clients.

As the company grew, so did their spreadsheets, and it soon became incredibly difficult and time-consuming to execute tasks as efficiently as they would like.

Bob identified this bottleneck, and after a period of significant research and testing, decided to go with Process Street to improve the way his team complete their day-to-day tasks and for him, as the manager, to gain greater insight into the progress of workflows.

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How Salesforce & Process Street Nailed Client Onboarding at Scale

Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process.

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Procurement Compliance Made Easy for Canadian Government

Vinay Patankar December 5, 2024

A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the department transformed its procurement operations, establishing a blueprint for government-wide adoption.

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