All posts by Vinay Patankar

Complete Guide to Automating Your Employee Onboarding Process with Process Street

HR operations leader using a new-hire onboarding provisioning cart for employee first-day setup

An employee onboarding process coordinates every step between offer acceptance and a new hire becoming productive: paperwork, accounts, equipment, training, approvals, introductions, and follow-up. Automation gives HR, IT, managers, and the employee one controlled path instead of disconnected emails and checklists.

This guide follows Bob Smith through a complete Process Street onboarding workflow. It shows how assignments, autofill, relative due dates, conditional logic, integrations, notifications, and approvals keep the work moving while preserving a rich audit trail.

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Do You Need to Get an MBA? Not Necessarily

Business operator weighing an MBA against practical work experience

An MBA is a graduate business degree that teaches management, finance, strategy, marketing, and related disciplines. If you are asking, “Should I get an MBA to build a strong business career?” the answer is: not necessarily.

An MBA can be worth it when a target role recruits directly from business schools, you need a structured career switch, an employer will fund a meaningful share, or a specific program gives you access to a network you cannot build another way. If those conditions do not apply, the tuition, debt, and time away from work may buy less than focused experience.

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9 Best IT Glue Alternatives for MSP IT Documentation

Header image: 9 IT Glue Alternatives for MSPs

The best IT Glue alternatives for MSP IT documentation are specialist documentation platforms, password systems, knowledge bases, discovery tools, and governed workflow platforms that solve different parts of the managed-service documentation problem.

IT Glue is a cloud platform for MSPs that need structured client documentation, credentials, assets, relationships, and integrations in one place. Teams compare alternatives when they want a different contract model, deployment option, credential workflow, discovery depth, RMM alignment, or a way to connect approved documentation to repeatable execution.

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Compliance Audit: What It Is, How to Prepare, and Why You Should Care

Compliance auditor holding an embossed verification seal

“Quis custodiet ipsos custodes? (Who watches the watchmen?)” – Decimus Junius Juvenalis (Juvenal), Roman satiric poet

A compliance audit tests whether an organization follows the laws, regulations, standards, contracts, and internal controls that apply to its work. The audit does more than ask whether a policy exists. It looks for evidence that the policy is current, assigned, understood, and followed in practice.

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8 Smartsheet Alternatives for Project Management

Project operations lead comparing Smartsheet alternatives on a mechanical project portfolio board

Smartsheet alternatives are project, work-management, database, professional-services, and workflow platforms that replace spreadsheet-style planning with a model better matched to the way a team actually works.

The best Smartsheet alternative depends on the problem you are solving: enterprise portfolio control, simple collaboration, visual work management, relational data, clear task ownership, suite-connected project planning, professional-services delivery, or governed recurring operations.

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Create a Form That’s Beautiful: Typeform vs SurveyMonkey vs Wufoo

Form experience designer adjusting a physical online form-builder instrument

The best way to create a form is to start with the experience you want for the respondent and the decision or workflow the answers must support. Typeform, SurveyMonkey, and Wufoo can all collect data, but they are built around different priorities.

Quick verdict: Typeform is best for polished, conversational forms. SurveyMonkey is best for structured survey research, response collection, and analysis. Wufoo is best for practical forms embedded in a website or connected to an operational process.

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Celebrating 1 Million Workflows and Beyond! Inside our Record-Breaking Year at Process Street

Header image: One Million Workflows

Celebrating million-workflow scale was the clearest symbol of a record-breaking year inside Process Street, and the milestones went well beyond one number. By the end of 2021, customers had created more than one million workflows on the platform.

That represented one million ways teams were helping us make recurring work fun, fast, and faultless. Process Street’s 2021 highlights also included product launches, a first user conference, new customer stories, a growing community, and the return of carefully coordinated team gatherings.

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Cognitive Functions and Your Personality in the Workplace (Free MBTI Test!)

Team facilitator assembling an eight-part brain model to illustrate cognitive functions at work

Cognitive functions describe preferred ways of taking in information and making judgments. In Jungian type theory, sensing, intuition, thinking, and feeling can each be directed inward or outward, producing eight functions that later informed the Myers-Briggs Type Indicator (MBTI).

At work, these ideas are most useful as prompts for reflection and conversation. They can help teammates discuss communication, feedback, planning, and decision-making preferences. They should never be used to decide who gets hired, promoted, assigned to a role, or treated as capable of particular work.

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Digital Democracy: Improving Communication and Trust in Your Business

Header image: Digital Democracy: Improving Communication

Digital workplace democracy is the use of communication, collaboration, and workflow technology to give employees meaningful input into decisions that affect their work while keeping ownership and accountability clear.

Done well, it supports improving communication, trust, challenge, and decision quality. It does not mean that every choice becomes a vote. The practical question is which decisions should invite broad input, who owns the final call, and how the rationale and follow-through stay visible.

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Creating a Magical New Hire Onboarding Experience (Employee Onboarding Podcast)

HR leader carrying a magician top-hat welcome kit for a magical new hire onboarding experience

A magical new hire onboarding experience gives people clear expectations, manageable pacing, useful resources, human connection, and early feedback. The best onboarding practices remove uncertainty without overwhelming the person or automating away the relationships that help them belong.

In this episode of the Employee Onboarding Podcast, Process Street People leaders Ashley Chain and Erin Rice explain how they designed that experience for a remote company. Their examples cover the company-wide process, department handoffs, preboarding, personalization, buddy relationships, and feedback after the first week and again after ramp-up.

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