Client onboarding is key to customer success, but scaling it across global teams is a challenge. Salesforce, a worldwide SaaS leader with 49,000+ employees, solved this by using Process Street to standardize and automate its onboarding process.

Challenge: Scaling Client Onboarding Without Losing Quality

With customers across industries and regions, Salesforce needed to:

• Personalize onboarding while staying consistent: Tailor onboarding experiences for individual clients without compromising the standardization and reliability of its processes.
• Share knowledge seamlessly across teams: Ensure that all teams have easy access to the same up-to-date training materials and onboarding information.
• Scale best practices without losing quality: Replicate successful onboarding strategies across regions while maintaining the same high standards for every client.

On top of that, Salesforce had to manage these processes while tracking client progress, reducing errors, and keeping teams aligned—all in a global, remote environment.

Solution: How Process Street Transformed Salesforce’s Onboarding Strategy

Salesforce tackled its onboarding challenges by using Process Street to streamline workflows, standardize operations, and support global teams. Central to this effort was the Datorama Use Case Kit (DUCK) checklist, designed to customize onboarding steps for each client. 

Here’s how Salesforce used Process Street’s key features with the DUCK checklist:

1. Conditional Logic: The DUCK checklist adapted steps based on client use cases.
   1. For instance, a use case like Media Performance Optimization automatically adjusted steps, streamlining onboarding for both teams and clients.
2. Dynamic Due Dates: DUCK automated follow-ups and flagged delays.
   1. When clients stalled on tasks in the DUCK checklist, dynamic due dates alerted team members to step in, keeping the process moving.
3. Task Assignments: Tasks were assigned to the right person at the right time.
   1. For example, Account Managers gathered client goals first, and once completed, Client Success Managers were notified to guide the next steps.
4. Cloud-Based Checklists: Acting as a live document, the DUCK checklist stored client goals, account details, and progress updates.
   1. The DUCK checklist served as a live document, storing client goals, account details, and progress updates—a single source of truth for distributed teams.

Salesforce’s Datorama Use Case Kit (DUCK) checklist helps account managers document client goals and ensures no steps are missed during onboarding.

How does Salesforce use Process Street for its weekly Health Check checklist?

“Process Street and Salesforce are complementary tools. To give a real-life example, we run a Weekly Health Check checklist for our clients. For this, we use a checklist run link. This run link is part of the client object in Salesforce. On activation, the link fills out the Weekly Health Check checklist automatically recording all the client-specific information.

We are also working to integrate the backward flow, so every time you run a checklist for a given client, it’s automated into Salesforce as an activity or note for that client. This means every action done for a given client is documented in one place while also having the benefits of Process Street in a step-by-step checklist.”
— Alex Hauer, Former Senior Success Consultant, Salesforce Datorama

Results: A Symphony of Efficiency

Centralizing onboarding in a single source of truth allowed Salesforce to scale its operations while delivering top-tier client experiences. They achieved:

• Global Reach: Clear, documented processes made onboarding smooth for clients worldwide.
• Teamwork: Task assignments and shared checklists kept teams in sync and communication clear.
• Client Support: Clients received tailored onboarding with progress tracked and supported every step of the way.
• Fewer Errors: Detailed checklists reduced mistakes and kept the process consistent.
• Quick Improvements: Flexible templates let teams make changes and improve processes without delays.

A Clearer, Faster Process for Scalable Growth

Salesforce’s experience with Process Street shows that even the largest enterprises can scale client onboarding while keeping it personal. By turning complex processes into clear, actionable workflows, Salesforce improved onboarding and laid the groundwork for continued growth.

A major Canadian government department, known for its focus on innovation and research, faced significant challenges in managing procurement processes. With increasing scrutiny on public spending and procurement compliance following the high-profile controversy surrounding the ArriveCAN app, this department prioritized improving efficiency, transparency, and adherence to regulations. Leveraging Process Street’s compliance-centric project management platform, the department transformed its procurement operations, establishing a blueprint for government-wide adoption.

How Hustle Fund Mastered Operational Efficiency

Hustle Fund is a venture capital firm that invests in early-stage startups, particularly at the pre-seed and seed stages. Founded by experienced entrepreneurs and investors Elizabeth Yin and Eric Bahn, Hustle Fund focuses on backing founders who demonstrate hustle and grit. They have invested in over 500 companies across various industries, including Webflow, Boom Supersonic & NerdWallet.

When Hustle Fund crossed 150 investments, they faced a pivotal moment: scaling their operations without ballooning costs or risking compliance mishaps. Relying on manual processes for deal tracking, compliance, and audits wasn’t just inefficient—it was unsustainable. They needed a solution to manage their growing complexity and found it in Process Street, a project management platform purpose-built for venture capital firms. The results were transformative.

Continue Reading

Private equity processes are complex and involve multiple stages, from deal sourcing and due diligence to portfolio management and exit strategies.

To streamline these operations, many firms rely on templates to ensure consistency, efficiency, and accuracy throughout each phase. Templates for financial modeling, due diligence checklists, management reports, and client communication help standardize the approach, reduce errors, and improve collaboration across teams.

By utilizing these tools, private equity firms can focus on making informed decisions, optimizing portfolio performance, and driving value creation.

This article explores the key private equity processes and provides the essential templates that simplify and enhance them.

Real estate asset management is a complex field, requiring meticulous oversight of properties to maximize value and returns. 

To streamline these intricate processes, many firms leverage specialized templates that standardize key activities like property management, financial reporting, and tenant relations. These templates not only enhance operational efficiency but also ensure consistency and accuracy across the portfolio.

Whether you’re managing a single property or an extensive real estate portfolio, having the right templates in place can make a significant difference in performance and profitability. 

In this article, we’ll explore essential real estate asset management processes and the templates that simplify them. We’ll cover:

• Understanding real estate assets
• Types of real estate assets
• The role of a real estate asset manager
• Key processes in real estate asset management
• Real estate asset management processes for development
• Real estate asset management processes for onboarding
• Real estate asset management processes for private equity
• Real estate asset management processes for quality control
• Real estate asset management processes for sales
• Real estate asset management processes for property management

Investment banking processes are intricate, involving detailed steps from deal origination to execution. To navigate these complexities, bankers often use specialized templates that guide them through each phase, ensuring consistency and precision. 

These templates cover everything from financial modeling and valuation to client presentations and due diligence, making it easier to manage multiple tasks efficiently. For professionals looking to streamline their workflow and maintain accuracy, having access to well-designed templates is essential. 

This article explores the key investment banking processes and provides valuable templates that can enhance your effectiveness and help you deliver top-tier results in a competitive industry. We’ll cover:

• Key players in investment banking
• Types of investment banks
• Types of investment banking processes
• Investment banking M&A advisory processes
• Investment banking capital raising processes
• Investment banking research processes
• Investment banking strategic advisory processes
• Investment banking valuation service processes
• Other investment banking processes
• Give investment banking process templates a try

At Avion Wealth, precision in operations and exceptional client experience are key to their service delivery. 

The company’s CEO, a former commercial airline pilot and military professional, established a culture of rigorous operational focus. 

However, before adopting Process Street, these well-documented processes were managed mostly on paper, leading to inefficiencies and challenges in task management.

Alana Wells, Chief Operating Officer joined the company in April 2024.

In this case study, we’re going to cover:

• Challenges faced by Avion Wealth & How Process Street assisted
• How Process Street transformed Avion Wealth’s operations
• Benefits gained by implementing Process Street
• Key uses of Process Street at Avion Wealth
• Results: How Process Street empowered Avion Wealth

Professional Fulfilment Services (Pro FS)  is a smart, fulfilment business based in the UK, helping SMEs fulfil their orders and scale their businesses around the globe. 

When Carinda Hindry first joined the company as Head of Admin, she was faced with files full of paper records, documenting historic and ongoing HR details for the company’s ~50 employees. The paper-oriented system was cumbersome, inefficient, and a major roadblock to effective administration, particularly in an industry characterised by high staff turnover and the need for rapid flexibility and scalability of its workforce

In this case study, we’re breaking down how Pro FS used Process Street to reduce on-site training time by 50%. 

• Looking at Professional Fulfilment Services (Pro FS)
• Pro FS uses Process Street for:
• Benefits gained by implementing Process Street
• Challenges faced by Pro FS (& how Process Street assisted)
• Results: How Process Street empowered Pro FS’s efficient onboarding and training

Golchin Consulting Services has revolutionized manufacturing operations through automation. Principal Consultant Rashid Golchin shares how they transformed a CNC machine shop’s chaotic manual document handling into an efficient, automated process with Process Street.

Rashid began using Process Street over six years ago while working as an Operations Manager at a manufacturing facility in British Columbia.

The CNC machine shop, specializing in industrial gears, was burdened with inefficiencies that disrupted daily operations.

In this case study, we’re going to cover:

• Why Golchin Consulting Services implemented Process Street
• Challenges faced by Golchin Consulting Services
• How Process Street addressed these challenges
• Benefits of implementing Process Street
• Key uses of Process Street at Golchin Consulting Services
• Results: The impact of Process Street on operations

Efficient project management is crucial for productivity in all workplaces, regardless of the industry, but juggling multiple tasks and deadlines can be overwhelming without the right tools.

That’s why Process Street has introduced the new Tasks feature. 

We’ve centralized task management, added flexibility for unexpected tasks, and enhanced compliance and scheduling. 

These improvements make the system more intuitive and user-friendly, incorporating your feedback for better task management and productivity.

So, if you’re ready to streamline your workflow and boost productivity, read on to learn more:

• Solve common project management issues with the tasks feature
• Learn more about Tasks