All posts by Vinay Patankar

A Look Inside Bolton Remote’s Content Marketing Process

A content operations manager operating a four-stage publishing machine for Bolton Remote's content marketing process

A content marketing process turns research, creation, review, publishing, and promotion into repeatable work with clear owners and approvals. A look inside Bolton Remote’s experience shows why that matters: the remote staffing company replaced Word documents that people read once and then executed from memory with a visible, trackable content workflow.

Process Street spoke with Edsel Mendoza about the marketing team’s approach in 2015. The story captures Bolton Remote at that point in its history; SupportNinja acquired Bolton Remote in 2022. The lesson still holds: a documented process helps a distributed team complete every step without a manager checking each action.

Continue Reading

Connect Process Street with over 1,000+ Apps – Announcing our Zapier Integration!

Automation manager carrying a network switch that represents the Process Street Zapier integration

Hooray! We’re pleased to announce a major integration for Process Street. This time, it’s Zapier. At launch, it connected Process Street with more than 400 services, including Salesforce, Mailchimp, Wufoo, and the Google Apps suite. With over 1,000 apps, announcing our Zapier integration opened far more ways to connect recurring work.

If Zapier were a physical object, it would look a bit like a universal remote connected to an unmanageable tangle of wires, with ends that slot into every kind of machine. Thankfully, it’s a clean-cut, user-friendly SaaS app with huge potential for creativity and workflow streamlining. It makes it easy for non-developers to connect web services together, saving time and improving productivity.

Continue Reading

The Checklist Manifesto Software

The Checklist Manifesto Software

What is The Checklist Manifesto?

The Checklist Manifesto: How to Get Things Right is a 2009 non-fiction book by Atul Gawande. The book was released on Dec 2009 and was a New York Times Best Seller.

In the book, Atul (who is a surgeon by trade) talks about how many industries across the world use checklists to “get things done right”. He also breaks down his journey as the one of the key champions that brought checklists into hospitals around the world. This endeavor had incredible results. Below is a quote from a post in the New Yorker that talks about the rollout of checklists in just one state, Michigan.

In December, 2006, the Keystone Initiative published its findings in a landmark article in The New England Journal of Medicine. Within the first three months of the project, the infection rate in Michigan’s I.C.U.s decreased by sixty-six per cent. The typical I.C.U.—including the ones at Sinai-Grace Hospital—cut its quarterly infection rate to zero. Michigan’s infection rates fell so low that its average I.C.U. outperformed ninety per cent of I.C.U.s nationwide. In the Keystone Initiative’s first eighteen months, the hospitals saved an estimated $175,000,000 in costs and more than 1,500 lives. The successes have been sustained for almost four years—all because of a stupid little checklist.

The short of the matter is, checklists work. I have written about the power of checklists before when I told the story of how a checklist won World War II. But in today’s day and age, it seems silly to be relying on paper checklists, it only makes sense that as technology evolves we evolve with it.

Continue Reading

How to Create Compelling Content for Your Business

How to create compelling content

Ok, so, I am far from an epic content creator. I am, however, aspiring to become a better one and in that journey, I have come across some great resources on how to become a better writer and content creating extraordinaire.

I mentioned some of these in my post – Advanced Content Promotion Checklist (interactive checklist), but this is such a critical point that I thought they deserved their own post. Plus, this is kind of an exercise for me where I force myself to re-read them all. I hope they help you create epic content.

On a side note, if you’re interested in blogging we just released our tool Checklists for Bloggers – a simple way to create checklists that you can embed onto your blog and capture leads with. Check it out here.

Continue Reading

Attach Files and Images to Checklists

Operations coordinator attaching a photograph and document to a checklist with an oversized paperclip clamp

We’re on a mission to make Process Street the simplest, most powerful checklist tool ever made. That means creating new awesome features, and making the ones we have even more awesome!

Today we have a neat little release, which allows you to attach files and images to comments.

Continue Reading

How to Create a Professional Explainer Video for your Business – On a Shoestring Budget

how-to-startup-explainer-video-1024x561 1

If you’re building a startup of any kind, chances are you’ll need an explainer video.

Explainer videos are short 1-3 minute videos that help spread your message and teach people what your product and company is all about. A startup video can help explain difficult to understand concepts and, if you’re lucky, can go viral and give you a bunch of traction — as was the case with Dropbox.

Continue Reading

How to Use Evernote for Business Document Management

paperless-business-evernote 1

I hate paper and I love Evernote. I use it to store everything. I automatically forward files from my email to my Evernote (including snail mail which is automatically scanned and emailed to me). I take photos of every document I sign and business card I’m given using their iPhone App and I even forward my Workflowy history to Evernote.

Some people may suggest using Dropbox or Google Drive, but Evernote has a specific benefit that makes it kick ass: Search.

Evernote is built around search. All documents, images and photos are scanned and made searchable. This means you can dump everything into one folder and Evernote will make it instantly searchable from any of your devices. No organizing, no tagging, just sweet, sweet search.

Continue Reading

The Secret of Successful Remote Working and 5 Tools to Get you There

Virtual Team Tools

[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.

Communication is a crucial element to success for any business. But for businesses that have an outsourcing operation or runs on virtual teams, communication is life or death. Virtual environments do not have the luxury of being in the same room or building as their co-workers, so the natural communication benefits from working in an office disappear.

Poor communication can lead to lower quality, productivity, and morale across the organization.

Here are 5 tools that can get you and your team back on track and chatting up a storm.

Continue Reading

How I Replaced 3 External Hard Drives with the Cloud

no-more-drives 1

External Hard Drives suck. They take up space, USB ports and are far from a secure place to keep your precious photos and videos.

I used to have three external hard drives, now I have none. In this post, I’ll explain how I got rid of them and how you can too.

A while back I switched from Dropbox to Google Drive since they are now offering 1TB of data for just $10 a month. But the change had a few unexpected benefits, one of which was allowing me to get rid of my external drives.

Continue Reading

Activity and Comment Feed Released for Process Street

Black-and-white operations coordinator updating a physical activity and comment feed board

Activity and Comment Feed Released for Process Street marked the arrival of a shared view of work and conversations as they happened.

The new feeds made activity clickable, kept comments close to the work, and let users reply without leaving the feed.

Continue Reading

Take control of your workflows today