All posts by Vinay Patankar

How Hustle Fund Saves $150,000/year with Process Street

Vinay Patankar November 30, 2024

How Hustle Fund Mastered Operational Efficiency

Hustle Fund is a venture capital firm that invests in early-stage startups, particularly at the pre-seed and seed stages. Founded by experienced entrepreneurs and investors Elizabeth Yin and Eric Bahn, Hustle Fund focuses on backing founders who demonstrate hustle and grit. They have invested in over 500 companies across various industries, including Webflow, Boom Supersonic & NerdWallet.

When Hustle Fund crossed 150 investments, they faced a pivotal moment: scaling their operations without ballooning costs or risking compliance mishaps. Relying on manual processes for deal tracking, compliance, and audits wasn’t just inefficient—it was unsustainable. They needed a solution to manage their growing complexity and found it in Process Street, a project management platform purpose-built for venture capital firms. The results were transformative.

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How Global Ag Input Solutions Uses Process Street to Communicate With Sales

Vinay Patankar November 26, 2024

Global Ag Input Solutions uses Process Street to help direct operations and connect team members out in the field with those in the office. We sat down with Vicki Riendeau to learn how they employ Process Street’s checklists in their business.

The Global Ag Input Solutions story

Global Ag Input Solutions is a subsidiary of Global Ag Risk Solutions, an insurance company which primarily operates in Canada and is moving further into the US market.

It was identified that customers needed more than just insurance products and would benefit from lending opportunities. As such, Global Ag Input Solutions was established to provide a unique, convenient and flexible Input Financing Program that puts producers in control.

global ag input solutions farmland
Source

Global Ag Input Solutions is a growing company with an innovative approach in the industry, but how does the team keep on track day to day?

Global Ag Input Solutions uses Process Street for:

  • Internal communication
  • Sales
  • Finance
  • Approvals

The team has benefited from implementing Process Street by:

  • Streamlining internal communications
  • Managing the sales process end to end
  • Centralizing information
  • Providing clarity about what work needs to be done

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What is BPM Software? The Ultimate Business Process Management Software (BPMS) Guide

best bpm software

This is a big blog post about Business Process Management software (BPMS). If I’ve succeeded in doing what I set out to do, this article should provide pretty much everything you could ever need to know about BPM software.

At its core, the article is built around the following pillars of BPM software:

I have tried to distil the information in this article to only the most crucial elements, and many sections have been abbreviated where they deserve entire articles to themselves!

Thankfully, where necessary I have provided links to supporting material where these concepts are expanded upon, should you be interested in delving deeper.

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Best QMS Software for Quality Management Systems: Which is Right for You?

quality management system software qms software

Implementing a quality management system (QMS software) is an important investment companies cannot overlook.

One Harvard Business Review study found that companies with an ISO 9001 certification have much higher rates of “corporate survival, sales, employment growth, and wage increases than a matched group of non-adopters.”

For instance, 65% of companies save $25,000 or more in costs within their first year of implementing a QMS.

Adopting a QMS software can also boost efficiency and consistency of work, increase customer satisfaction, raise product value, and reduce unnecessary costs and overall risks.

A good quality management system is all about achieving a quality-driven culture within your company, and as a result, making your product better and marketing it faster. But in order to access these benefits, it’s important that you choose the right QMS solution for you and your company.

In this Process Street article, we’ll be going over the foundation of everything you need to know before choosing your quality management system software.

We’ll be covering:

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Effective Employee Onboarding: Insights from HR Expert Leigh Henderson

effective employee onboarding

Imagine transforming the often-daunting world of employee onboarding into an engaging, human-centric experience.

This is exactly what we delve into on the latest episode of the Employee Onboarding Podcast. Host Erin Rice, our resident people and operations star at Process Street, sits down with the trailblazing Leigh Elena Henderson. With over 20 years under her belt in corporate America, Leigh brings a whirlwind of HR insights and innovations.

Are you eager to discover the secret sauce to effective onboarding? Craving real-life stories from the HR frontlines? Or maybe you’re just keen to hear how a seasoned HR expert is reshaping the narrative of employee integration.

Either way, buckle up for an episode that’s set to revolutionize your perspective on welcoming new talent.

  • Podcast Introduction: Meet Leigh Elena Henderson, a seasoned HR expert.
  • HR Innovator Spotlight: Leigh’s journey with HR Manifesto LLC.
  • Icebreaker Moment: A light-hearted discussion on laundry habits.
  • Personal Experiences in HR: Leigh’s professional journey and passion.
  • Onboarding Experiences: Insights into effective & challenging onboarding processes.
  • First Week Priorities: The importance of connectivity in new hire integration.
  • Employee Engagement Strategies: Empowering new hires for success.
  • Remote Onboarding: Addressing the complexities and solutions.
  • AI in Onboarding: Exploring the potential impact of technology.
  • Organizational Fit and Culture: Leigh’s approach to hiring and cultural integration.
  • HR Besties Podcast: Introducing Leigh’s new HR-focused podcast.

Listen below, or read on for the full transcript.

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

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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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