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:

• How does RevOps differ from Sales Operations?
• What is the purpose of RevOps?
• Are you making the most of the tools at your disposal?
• What are the primary responsibilities of the revenue Ooperations department?
• The commercial software that’s supporting its own expansion as well as its clients
• How can RevOps increase sales growth?
• What has caused this shift, and why is RevOps now on the rise?
• Could your business benefit from revenue operations?
• What is preventing businesses from taking advantage of RevOps?
• How do I get started with RevOps?

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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:

• OKR management best practices
• How to automate your OKRs with Process Street & Weekdone
• Supercharge your OKRs with a workflow management platform

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This 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.

• Two big shifts in how teams approach process management
• What makes a great company so great?
• Empowering people to build quickly & iterate
• Rich Wong’s process management advice
• Horizontal knowledge: Connecting efficiency across teams
• Automation: A core tenet of modern process management
• Rich Wong’s simple trend-spotting process

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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ERP Suites is an Oracle JD Edwards specialist that halved onboarding time for technicians from four weeks to two and saw an estimated 5X fewer customer complaints after standardizing customer procedures with Process Street. The result shows how consistent workflow documentation can improve both technician training and service quality.

“Overall, [Process Street has] made a world of difference inside the organization. It’s really helped our quality and keeps our customers happy.” – David Schenz, Director

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:

• Exactly what Process Street is used for
• Benefits of using Process Street
• The initial challenge (before Process Street)
• How Process Street solved their problem
• The results they saw after using Process Street

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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:

• Welcome to the Future of Process Management!
• Introducing Pages: The Best Way to Create a Knowledge Base Next to Your Processes
• Remote Team Management Secrets with Zapier CEO, Wade Foster
• Supercharging Operational Efficiency with Leverage CEO, Nick Sonnenberg
• Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group
• Talking Customer Success Strategies and Tips for Remote Teams with Jay Nathan
• Managing the Process: Secrets and Hacks From Process Street Experts
• Process Design Masterclass: What I’ve Learned Building Processes for Hundreds of Teams
• Why Processes Are Vital to Scaling a Business with Rich Wong, General Partner at Accel
• Setting up a No-Code Operational Culture with On Deck (Masters of Process Podcast Preview)

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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:

• The three phases of process maturity
• Achieving process maturity with Pages
• What types of content should go into Pages?
• What’s the best way to organize content in Pages?

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For HR managers in charge of onboarding new employees, daily tasks can quickly become difficult to track and overcomplicated.

Consider: 4 new hires starting this week, alongside about a dozen others that started in the past few months, and a handful that are wrapping up their first year any day now; it’s clear how HR departments can struggle to stay on top of things without stress or confusion.

That’s why human resources departments worldwide use Process Street to streamline and automate their daily HR work tasks, for processes like:

• New employee onboarding,
• Recruiting new hires,
• Performance reviews & audits,
• Diversity programs,
• Aptitude tests,
• & pretty much any HR process you can think of!

In this article, we’ll show you how our customers manage their daily HR tasks using Process Street.

You can see exactly how it’s done, with supporting screenshots and video walkthroughs.
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Way back in 2013, in a converted horse stable in Buenos Aires, the first version of Process Street was just starting to come together.

From day one, we were inspired by the concept of a repeatable checklist. We still love checklists. And we’re still guided by that initial concept. But we’ve come a long way.

Over the years, we’ve evolved checklists into Workflows and grown our Workflows product in new and exciting ways. Workflows continues to be a cornerstone of the Process Street platform with even more exciting developments in the works.

Now, we’re excited to announce Pages: a new, companion product to Workflows. It’s the latest step in evolving Process Street from a repeatable checklists tool to a complete, modern process management platform.

• Introducing Pages, a new product by Process Street
• Process docs you can actually find
• Pages: Your key to operational excellence

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This is a guest post written by Ashley Ferro, a freelance content writer & copywriter specializing in SEO content marketing.

Quick! You have an exam in a week. What’s your study plan?

Will you spend hours reading the material? Take notes? Use flashcards? Cram it all in the night before?

Most people in this situation wouldn’t think very far ahead when deliberating on how to study. They’d just wing it, most likely pull an all-nighter the night before, and hope for the best when the time comes for them to take the exam.

The problem with this is that it’s lazy. And lazy studying only gets you mediocre results (at best).

But this doesn’t mean spending long, grueling hours studying every day is the way to go. In fact, research shows that students that are consistently successful actually spend less time studying than their peers; they just do it more effectively.

So, what should you do then?

In this Process Street article, we’ll walk you through everything you need to know about how to study effectively and efficiently.

We’ll be covering:

• What is the best way to study?
• Study techniques that actually work
• How to properly use a study guide and get the most out of it
• 3 crucial benefits of using a study guide
• Using a study guide template
• Using Process Street for improving study skills & getting organized
• Additional productivity and time-management resources

First off, if you’re just here to grab our Study Guide Template, here it is below:

Study Guide Template

Alright, let’s get started with the basics!