All posts by Vinay Patankar

Concierge Onboarding: How to Make Customers Happy and Keep Them That Way

Customer onboarding specialist using a concierge welcome station to guide a personalized onboarding experience

Concierge onboarding is a high-touch customer onboarding approach in which a real person guides each customer through setup, decisions, and early milestones. It works best when the account is valuable, the product is complex, or the cost of a poor start is high.

The point is not to replace automation with meetings. Automate routine coordination, then use human judgment where context, confidence, or trust matters. That combination helps customers reach value without feeling like they have been dropped into a generic sequence.

Continue Reading

Confluence vs. SharePoint: The Best Intranet Software?

Header image: Confluence vs SharePoint Intranet Software

Collaboration is the name of the game. As more workflows move to the cloud, businesses need tools that let teams share information, communicate, manage projects, and work together quickly and intuitively. Atlassian’s Confluence and Microsoft SharePoint both empower companies to set up intranet software. Think of an intranet as a private version of the internet your company uses to collaborate. Beyond that, the two products are very different in size, scope, and capabilities.

The practical answer is simple: choose Confluence when your team lives in the Atlassian ecosystem and values an approachable wiki-style workspace. Choose SharePoint when your organization runs on Microsoft 365 and needs a governed intranet tied to files, permissions, Lists, Teams, and Copilot. The best choice depends less on a feature checklist than on ecosystem fit, administration, search, permissions, and how people already work.

Continue Reading

Career Coach: How Ari Meisel Does Career Coaching (5 Free Checklists)

Career coach presenting Ari Meisel career pathway playbook

A career coach helps you clarify what you want from work, compare realistic options, and turn a decision into action. The best career coaching combines an outside perspective with structured goals and accountability, so useful insight does not disappear once the conversation ends.

Ari Meisel brings a systems-led approach to that job. His work connects career coaching with communication, project management, process automation, and deliberate follow-through. This guide explains his approach and gives you five free checklists from his Process Playbook to put the ideas into practice.

Continue Reading

Complete Guide to Automating Your Employee Onboarding Process with Process Street

HR operations leader using a new-hire onboarding provisioning cart for employee first-day setup

An employee onboarding process coordinates every step between offer acceptance and a new hire becoming productive: paperwork, accounts, equipment, training, approvals, introductions, and follow-up. Automation gives HR, IT, managers, and the employee one controlled path instead of disconnected emails and checklists.

This guide follows Bob Smith through a complete Process Street onboarding workflow. It shows how assignments, autofill, relative due dates, conditional logic, integrations, notifications, and approvals keep the work moving while preserving a rich audit trail.

Continue Reading

Do You Need to Get an MBA? Not Necessarily

Business operator weighing an MBA against practical work experience

An MBA is a graduate business degree that teaches management, finance, strategy, marketing, and related disciplines. If you are asking, “Should I get an MBA to build a strong business career?” the answer is: not necessarily.

An MBA can be worth it when a target role recruits directly from business schools, you need a structured career switch, an employer will fund a meaningful share, or a specific program gives you access to a network you cannot build another way. If those conditions do not apply, the tuition, debt, and time away from work may buy less than focused experience.

Continue Reading

9 Best IT Glue Alternatives for MSP IT Documentation

Header image: 9 IT Glue Alternatives for MSPs

The best IT Glue alternatives for MSP IT documentation are specialist documentation platforms, password systems, knowledge bases, discovery tools, and governed workflow platforms that solve different parts of the managed-service documentation problem.

IT Glue is a cloud platform for MSPs that need structured client documentation, credentials, assets, relationships, and integrations in one place. Teams compare alternatives when they want a different contract model, deployment option, credential workflow, discovery depth, RMM alignment, or a way to connect approved documentation to repeatable execution.

Continue Reading

Compliance Audit: What It Is, How to Prepare, and Why You Should Care

Compliance auditor holding an embossed verification seal

“Quis custodiet ipsos custodes? (Who watches the watchmen?)” – Decimus Junius Juvenalis (Juvenal), Roman satiric poet

A compliance audit tests whether an organization follows the laws, regulations, standards, contracts, and internal controls that apply to its work. The audit does more than ask whether a policy exists. It looks for evidence that the policy is current, assigned, understood, and followed in practice.

Continue Reading

Cognitive Functions and Your Personality in the Workplace (Free MBTI Test!)

Team facilitator assembling an eight-part brain model to illustrate cognitive functions at work

Cognitive functions describe preferred ways of taking in information and making judgments. In Jungian type theory, sensing, intuition, thinking, and feeling can each be directed inward or outward, producing eight functions that later informed the Myers-Briggs Type Indicator (MBTI).

At work, these ideas are most useful as prompts for reflection and conversation. They can help teammates discuss communication, feedback, planning, and decision-making preferences. They should never be used to decide who gets hired, promoted, assigned to a role, or treated as capable of particular work.

Continue Reading

Celebrating 1 Million Workflows and Beyond! Inside our Record-Breaking Year at Process Street

Header image: One Million Workflows

Celebrating million-workflow scale was the clearest symbol of a record-breaking year inside Process Street, and the milestones went well beyond one number. By the end of 2021, customers had created more than one million workflows on the platform.

That represented one million ways teams were helping us make recurring work fun, fast, and faultless. Process Street’s 2021 highlights also included product launches, a first user conference, new customer stories, a growing community, and the return of carefully coordinated team gatherings.

Continue Reading

8 Smartsheet Alternatives for Project Management

Project operations lead comparing Smartsheet alternatives on a mechanical project portfolio board

Smartsheet alternatives are project, work-management, database, professional-services, and workflow platforms that replace spreadsheet-style planning with a model better matched to the way a team actually works.

The best Smartsheet alternative depends on the problem you are solving: enterprise portfolio control, simple collaboration, visual work management, relational data, clear task ownership, suite-connected project planning, professional-services delivery, or governed recurring operations.

Continue Reading

Take control of your workflows today