The Dodson Property Management case study shows how a Richmond-based operator used Process Street to standardize and track property management workflows across approximately 3,500 rental properties.

In 2018, Dodson used Process Street to coordinate work ranging from recruitment and employee onboarding to tenant operations, maintenance, legal duties, and monthly owner reports. We spoke with Tim Wehner, then Vice President of Single Family Management, about how the team worked. In 2022, Dodson’s single-family, small-multifamily, and association-management divisions joined Evernest and adopted the Evernest name, while the multifamily division joined Atrium. This case study documents Dodson’s operating model at the time of the interview.

TechMD, now part of Integris, is a managed IT services company that uses Process Street to centralize recurring standard operating procedures, assign work, and make execution reviewable.

This TechMD case study explains how TechMD use Process Street to manage recurring processes across employee operations, accounting, emergency response, and customer service. We spoke with company President Sebastian Igreti about TechMD’s experience.

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You might use the most efficient software on the market. Maybe you’ve hand-picked the most dedicated team available. Perhaps you documented and improved your methods until every rough edge and bottleneck has been wiped away.

You’re still going to fail if you can’t track your processes.

DenaliTEK is an Anchorage-based managed IT services provider. The company used Process Street to perform and track recurring work ranging from payroll to client maintenance, helping its team deliver services more consistently and in less time.

We spoke with then-Controller Lisa Clark about how DenaliTEK used Process Street to clarify processes, reduce missed steps, and keep client maintenance visible.

Process Street is the Compliance Operations Platform for teams that need workflows to run in the right order, with the right people, and with proof that every required step was completed. Teams use it for everything from employee onboarding to content promotion workflows.

Some processes are too delicate to run as a free-for-all checklist. Stop tasks give you more control over the order tasks are completed by pausing a workflow run until the blocking task is done.

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Launching a website can be a huge undertaking. A successful launch requires managing many moving parts including content, design, marketing and the technical side. That’s why we have created this handy checklist for you to use on your next website launch or redesign.

And don’t forget, you can get this as an interactive checklist that you and your team can collaborate around. Just create a free account with Process Street and grab it from the examples section.

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In 2017, it’s not about if you’re using email, it’s about how you’re using email.

70% of companies are currently using a marketing automation platform. It’s not enough for small businesses just to send emails, you have to send the best emails to be heard above the noise—or even make it out of the spam box. Luckily, there’s a ton of tools that can help optimize your email campaigns to make sure you’re delivering your message as effectively as possible.

But picking one isn’t so easy. Each email marketing tool comes with so many features and integrations, it becomes difficult to sift through and find one that suits your company’s needs best. That’s why we broke the most popular email services down into four categories:

• Design
• Marketing automation
• Sign-up forms
• Analytics

We compared Campaign Monitor, MailChimp, GetResponse, and ConvertKit to help you decide on the right one to fit into your team’s existing systems.

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Hatch Canada uses Process Street to handle its growth by standardizing recruiting, onboarding, and multi-location operations. In one peak summer, the team ran 400 recruitment workflows from the same template.

In this customer story, CEO Peter Kuperman explains how repeatable processes helped the team see where every candidate stood, make decisions faster, and maintain consistent work across geographically distributed locations.

iQ Food Co used Process Street to document recurring restaurant operations, standardize work across locations, train employees more efficiently, and reduce mistakes in payroll onboarding. The Toronto-based restaurant company turned knowledge that had lived in one leader’s head into repeatable procedures that other people could follow.

In 2017, we spoke with then-COO Arthur Bekerman about how the team used Process Street while its network of locations was growing. His account shows why restaurant standard operating procedures matter: growth becomes easier to manage when teams can find the right process, follow it consistently, and confirm that every required step is complete.

When we started building Process Street, we thought we knew all the features our users would need.

We were quick to learn that we’d left an awful lot out…

After a year of continuous development, we’re rolling out Process Street 2.0 — a whole new app with a ton more functionality, including:

• A rebuilt UI from the ground up
• Form builder and automation
• Task assignments and due dates
• Run links and checklist sharing
• Zapier, Google Apps, and Microsoft integrations
• Easily complete tasks and checklists

Process Street isn’t just a checklist app anymore. It’s a complete platform for workflow automation, business process management and reporting. Continue Reading