All posts by Vinay Patankar

SWOT Analysis Template: What, How, & Why? (Free Template)

swot analysis

SWOT: Whether or not the acronym conjures images of riot gear and armored vehicles for you, we are of course talking about a business methodology for evaluating the internal and external factors governing the performance of your business.

SWOT stands for Strengths, Weaknesses, Opportunities, Threats. A SWOT analysis is a way of evaluating a part of (or even a whole) business, based on the criteria of each of the words in the acronym.

If you just want to dive right in and skip the details, here’s the template, as promised:

When you actually run it, conditional logic will show only the tasks relevant to you, to save you a whole lot of manual work and messing around in the long run.

If you’re interested in learning how to use the template, plus some best practice SWOT principles, real-world use cases and some post-SWOT advice, read on.

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What is an ISO Audit? Free ISO 9000 Self-Audit Checklist (ISO 9004:2018)

ISO self-audit

Before we dive into the world of ISO audits, if you’re savvy on ISO audits and are just here for a complete, actionable, and totally free ISO 9004:2018 self-audit checklist, you can grab that here:

Otherwise, read on.

What is an ISO audit?

An audit in the context of ISO standards is the process of making sure a certain business system or feature, whether a process itself, a quality management or business process management system, or a product, is compliant to certain requirements.

The requirements by which the compliance of an organization are assessed could be defined by certain ISO family standards, or they could reflect the need to analyze certain performance indicators or business needs.

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What are Low-Code Platforms? How to Pick the Best Development for Your Business

low-code development platforms

If you have a problem, it’s in your best interest to ensure that trying to solve that problem doesn’t end up causing more problems. This is a good way to think about low-code development platforms.

Each business has its own set of tools for solving problems and getting things done, and for the most part, these problems can be solved by existing commercial apps.

But of course, there are certain needs that off-the-shelf solutions cannot meet, and for these needs a business could approach the problem a few different ways.

If a proprietary tool doesn’t exist, then the best option may be for the business to try and build a solution themselves. This is often done from scratch, and it’s called software development.

That’s fine, except it costs a lot of money, takes a long time, and is difficult to make changes once things are in motion. It also means everything gets more complex, because it’s not just the development team you’re bringing onboard, but designers, testers, data analysts and many others as well.

The simple truth is that it takes a small village to develop good software with conventional methods.

However, there are tools that are designed to give businesses the freedom to build their own solutions, without all of the excess baggage.

These tools are known as low-code development platforms.

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What is BPM? The Ultimate Guide to Getting Started

BPM tools

I got bitten by a dog recently, and, funnily enough, it gave me the idea for this article.

The dog wasn’t at fault; it was the process that led to me having to get 5 vaccines over the course of a month, wherein my only major complaint was the way patient records were kept and processed at the hospital I went to.

You know how frustrating it is to deal with a business with inefficient, ineffective processes?

Every single time, I had to fill out my name and address again in some tattered paper version of a spreadsheet that got shoved in a filing cabinet. After I’d gone to do that, they were able to confirm that I needed injection 3 because of the paper ‘injection passport’ I got given, and I was sent to pay for this particular session before coming back to queue up again.

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How PocketSuite Use Process Street to Save Money & Grow

PocketSuite Case Study

PocketSuite is a smartphone-based booking, payment, and client management toolset for solopreneurs, which seeks to empower business owners while streamlining the customer experience via SMS communication.

We spoke to Ilya Ornatov, head of growth marketing at PocketSuite to find out how they use Process Street every day to drive down costs, save time, and grow business.

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Writing a Creative Brief that Works for You and Your Team

creative brief template

Data shows that creative design is reshaping products, portfolios, and industry standards at more than 70% of companies.

If creative design is so important, doesn’t it also make sense to invest time and money on writing a good creative brief?

Before the actual work of designing an infographic, launching a PPC campaign, or even beginning to pull ideas together in the early stages, you need to be sure that you have a solid creative brief.

The creative brief is the foundation upon which the work of any creative project will be done, but all too often projects fall short because of poorly written, bloated, non-actionable, ambiguous creative briefs.

And what’s arguably a bigger problem than a poorly written creative brief? The process (or lack thereof) that led to its creation.

In this Process Street article, I’ll try to address the elements that make up a good creative brief, but perhaps more importantly, I’ll look at how to build a process for creative brief writing; one that’s consistent, reliable, and gets the job done.

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How NW Maids Use Process Street to Increase LCV and Success Rate

NW Maids Case Study Process Street

NW Maids is a maid and cleaning company based in Seattle, WA with over 600 5-star customer reviews and a dedication to the highest standards.

We spoke with founder Ilya Ornatov about how NW Maids uses Process Street daily to drive success rate, boost lifetime customer value (LCV), and reduce employee errors.

The NW Maids story

It was in 2014 that Ilya set sights on the cleaning business and quit his job as a VP of Sales to focus on making the NW Maids vision a reality.

Business is currently booming, with 10 teams operating across the city of Seattle.

NW Maids Process Street Case Study

As the company has grown, they’ve managed to overcome various obstacles in their mission to simplify the home cleaning experience.

Let’s look at some of the insights they’ve gained, and problems they’ve solved with Process Street.

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Implementing Processes: How to Boost Success Rate by 70%

implementing processes

On September 23, 1999, NASA’s $193 million Mars Climate Orbiter was obliterated 57km above the surface of Mars.

What caused such a catastrophic event? Badly implemented processes.

“The problem here was not the error; it was the failure of NASA’s systems engineering, and the checks and balances in our processes, to detect the error. That’s why we lost the spacecraft.”
—Edward Weiler, NASA associate administrator for space science

Despite all of NASA’s precautions, preparatory research and technical developments, the deviation from standard procedure for making sure their units were consistently imperial or metric was what resulted in the disastrous calculation error responsible for the loss of the Mars Climate Orbiter, and in turn huge amounts of time, money, and material resources.

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iOS 12: Shortcuts, Siri & Zapier – 10 Awesome Automation Ideas

ios shortcuts

Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate?

Or, picture this: you easily send a quick follow-up email, record meeting notes in real time, create new projects, send surveys, schedule meetings, and much more by simply talking to Siri.

You can do all of this and more with Shortcuts for iOS 12 in combination with Siri and Process Street, using the power of Zapier integrations.

Shortcuts, formerly known as Workflow, puts Siri in the control seat of your business workflows, with more power and usefulness than ever before. Using custom phrases recorded and added to Siri’s library of voice gestures, you can trigger a series of actions across multiple apps.

There are two ways to use Shortcuts. The best option is the Shortcuts app itself, which is where you can create your own workflows from scratch. The app also comes with a gallery of suggested shortcuts curated by Apple. Separate from this, Siri will recommend shortcuts based on your daily iPhone activity. You can see these in Settings under Siri & Search.

Here’s a quick list of all of the ideas I’ll be covering in this post, before we dive in:

  • 1. Dictate meeting notes straight to your CRM
  • 2. Send an electronic contract when timing is crucial
  • 3. Master your calendar in an instant
  • 4. Kickstart your client onboarding process
  • 5. Get paid faster by sending your invoices ASAP
  • 6. Assign your team members on the go
  • 7. Grab and archive snapshots of your working screen-space during a technical audit
  • 8. Jump straight back into your drafts, anywhere, any time
  • 9. Dictate an email to your assistant
  • 10. Manage your tasks with a dynamic to-do list

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Marketing Process Toolkit: 10 Checklists to Crush Your Competition

marketing process

Have you considered that your marketing process could be broken?

Marketing is the engine of growth driving your business, and making sure this engine is well-oiled and optimized for maximum efficiency goes without saying.

Your marketing plan must be well-organized, robustly structured, and efficient. For this to be true, you need to begin with the process behind the vision and make sure that is working at 110%.

In the absence of a tried and tested process that is fine-tuned to the needs and goals of a particular company, the untamed beast of marketing will waste time, money, and resources, and will fail to deliver any meaningful return.

Why is it, then, that so many businesses leave the marketing process as an afterthought?

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