All posts by Vinay Patankar

Podcast #12: Secrets of Globally Distributed Onboarding (Justine Van den Mooter)

globally distributed onboarding

In this podcast episode, we interview Justine Van den Mooter from Qwilr about designing an effective onboarding experience.

We discuss creating a comprehensive onboarding process for all new hires, regardless of their role or location, fostering manager involvement, and providing a supportive environment for new employees.

Justine shares her experience in revamping Qwilr’s onboarding process and highlights the importance of proactive communication, personalized tasks, and maintaining excitement throughout the onboarding period. We also touch upon the challenges of onboarding in a globally distributed company.

Overall, the episode emphasizes the significance of a well-designed onboarding process in creating a positive employee experience.

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

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Process AI: The Future of Process Management is Here

process ai artificial intelligence process management

For a decade, we’ve been on a mission to revolutionize recurring work. 

We’re proud to have helped teams like Salesforce, MIT, Colliers, and Hartford Healthcare streamline their business operations, and our innovation has attracted funding from renowned investors like Accel, Salesforce Ventures, and Atlassian Ventures. 

We built the world’s easiest-to-use business process management platform, accessible without engineering support. Then we made it available on Slack, Teams, iOS, and Android, empowering teams to work from anywhere with one-click approvals, quick-fill forms, and powerful automations.

Now, we’re excited to announce the next phase of our journey, the evolution of our product from a workflow management tool to an AI-powered process platform. 

Introducing Process AI, a next-gen process management platform powered by AI and ChatGPT.

P.S. We’ve just launched Process AI on Product Hunt, so feel free to support us over there!

In this blog post, we’ll look at:

  • Why traditional process management is hard
  • Process AI: Next-gen process management
  • What Process AI can do
  • The future of process management 
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What is ISO 14000? EMS Basics & Implementation (Environmental Management)

iso 14000

If the United Nations Environment Programme is to be taken seriously, the current generation is the last generation with a realistic chance of kick-starting the processes necessary to halt or reverse the looming global crisis of climate change.

“We are clearly the last generation that can change the course of climate change, but we are also the first generation with its consequences,” Kristalina Georgieva, the CEO of the World Bank.

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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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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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