All posts by Vinay Patankar

Delivering Features & Modernizing Our Tech Stack via Shape Up

deliver features faster with shape up

A while back, we wrote about how Shape Up* helped our EPD team 5x their dev cycle. We also talked about how it’s different from Scrum, and even did a piece exploring the dangers of fake agile.

So how are things looking, a little further down the line? Mike Schutte, a Senior Front-end Engineer at Process Street, gave us his thoughts on how Shape Up has impacted our EPD team.

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The Ultimate Process Management Software Buyer’s Guide: How to Choose The Perfect Platform

process management softwareIf you need to manage any kind of recurring work in your team, but aren’t sure what to look for in a process management software, then this guide will give you all of the information you need to help you make sense of the marketplace and make the best decision possible.

In this Process Street guide you will find:

By the end of this guide, you will be ready & confident to identify & make a decision about your ideal process management software.
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Harness the Power of Continuous Improvement with Real-Time Run Updates!

real time run updatesThere’s no such thing as a perfect process.

The best process builders consistently tweak and improve their workflows over time. These principles — more formally called continuous improvement — were the inspiration for the newest Process Street feature: real-time run updates.

Real-time run updates make it easier than ever to save changes to your workflows, and push those changes to in-progress workflow runs.

This means no need to wait for your process to be “perfect” before getting it live in your business. You can launch and validate your workflow with a minimum viable process, and add updates to evolve your workflow over time. All without stopping, slowing down, or waiting on work that’s already happening.
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Process Design Masterclass: Top Tips from a Process Design Expert

process design masterclass

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Anne Perry, Process Street’s resident process design expert, shares with us how we’ve built processes for hundreds of teams to help make work fun, fast, and faultless.

Process Design Masterclass: What I’ve Learned Building Processes for Hundreds of Teams was the eighth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and don’t forget to sign up for free with Process Street!

Here’s the Process Design Masterclass with Anne Perry segment in full:

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How Revenue Operations Can Support & Increase Sales Growth

Amy Dawson is a freelance copywriter specializing in content creation and PR strategies. With a background in recruitment, Amy has spent many years writing about how to make the most of your job hunt, from finding out where to search for your dream job, to preparing for your interview and understanding what to expect from your employer.

For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.

However, this kind of vertical organization can make it difficult to figure out how sales, marketing and customer success can work together optimally.

Siloing operational knowledge like this often leads to inefficiencies and reduced performance.

That’s where the role of revenue operations (also referred to as RevOps) comes in: Their goal is to increase efficiencies and ensure that each strand is working together harmoniously.

In this Process Street post, we’ll be covering:

OKR Management from a Slack HQ with Weekdone + Process Street

okr-management-weekdone-process-street-integration

Setting OKRs is a great way to improve performance by rallying your team around clear, action-oriented goals.

The best OKRs are ambitious, but realistically achievable, within reasonable deadlines.

In this post, we’ll look at how to set and manage your own company OKRs using an integration between OKR management software Weekdone and workflow management software Process Street.

We’ll cover:

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The Secret to Scalable Business with Rich Wong (General Partner at Accel)

scalable business process managementThis article is based on a segment from Process Street Highway 2021, where Rich Wong talks with Vinay Patankar and Blake Thorne of Process Street to discuss everything about scaling a business (namely, why it’s impossible without building solid processes.)

You can check out the full segment below, or read on for highlights.

Rich is a General Partner with Accel; he’s led investments across all sorts of exciting industries and companies, including sitting on the board of some great companies like Atlassian, UIPath, and Process Street.

Here’s what he had to say about why and how process management is so important to building a scalable business.
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Robbins Estate Law Outperform Competition by 2x (with Process Management)

kyle-robbins-estate-planning-probate-attorney-case-study

Robbins Estate Law is a law firm in the Austin, TX area.

By using Process Street, they have been able to overcome many growing pains that law firms often face, like simplifying long, complex processes, reducing human error, and simplifying the daily recurring tasks.

As a result, their attorneys handle roughly 2x the number of cases for their industry’s average.

Owner Kyle Robbins describes how they achieved this by using Process Street to upgrade their process management methods, letting their business run at scale beyond humble Excel beginnings.

In this Process Street case study, we’ll cover:

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Process Street Highway 2021: Welcome to the Future of Process Management

process street highway webinar virtual event 2021
We’ve just wrapped up our first ever virtual event Highway, and we are super excited to share this roundup of everything!

Highway 2021 was an event we hosted to chat with industry leaders about everything process-related. From exciting developments to life (and business) changing use cases, Highway brought the best that the industry has to offer and streamed it live to an audience of hundreds.

Everyone involved, from our internal team to the guest speakers did such an amazing job pulling this together, and we’re super proud and excited to share the recordings with everyone.

So grab a coffee, sit right down and let Process Street show you to the future of process management!

Here’s an overview if you want to jump ahead:

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Pages: Your Secret Weapon for Totally Free Knowledge Management


Pages, a new product by Process Street, lets you capture, organize and share your team’s operational knowledge.

It’s also free, forever, for your entire team.

Pages is part of Process Street’s development as the modern process management platform for teams.

Thousands of teams from Salesforce to Yext use our interactive workflows to power their processes. In doing so, these teams are evolving their process maturity.

And process maturity, as well as how to think about & use our new Pages product, is exactly what we’ll be covering in this article.

Here’s an overview:

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