Example processes are useful because they show how repeatable work should happen in the real world. The right workflow can guarantee consistency across onboarding, approvals, surveys, invoices, meetings, CRM handoffs, and sales qualification.
These 8 example processes show practical ways to turn recurring work into workflows your team can copy, run, and improve inside Process Street.
HR tips come in all shapes and sizes, but the ones worth keeping are the habits seasoned people managers actually use every day. These are the HR tips that veteran people managers live and breathe: hard-won practices that keep teams engaged, communication honest, and processes running without constant firefighting.
Some of those practices are written down. Many are not. When I worked in a Japanese company, one unwritten rule was that you often work in near silence; my personal record was eleven hours without saying a word to anyone. You pick up the documented processes quickly, but the abstract, unwritten rules of a workplace take far longer to learn.
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Change is constant in every growing organization. Constantly evolving with the times helps valuable growth take place, but growth also makes change harder to monitor. A change management strategy gives that work a structure so people understand what is changing, why it matters, how it affects them, and what they need to do next.
The hard part is not announcing a change. The hard part is helping people adopt it without cutting corners, losing accountability, or returning to the previous routine. A strong organizational change management strategy combines a clear model, visible ownership, communication, training, feedback, and repeatable processes so the change becomes normal work instead of a short-lived project.
The Great Resignation made the war for talent impossible to ignore. The 2021 spike in quitting has cooled, but the underlying challenge has not disappeared: employees still compare employers on flexibility, manager support, development, workload, compensation, and whether work feels worth the tradeoff. In May 2026, the the May 2026 JOLTS analysis from Indeed Hiring Lab noted that the quits rate held at 1.9%, well below the peak but still large enough to expose weak retention systems.
In this post for Process Street, we will explore why the talent war still matters and how your business can retain people, improve employee experience, and onboard top talent without relying on last-minute hiring heroics.
As part of a sales team, you do not get paid to fiddle around with the CRM. You get paid to close deals. But keeping the CRM up to date can still feel like a full-time job when every lead, note, handoff, and follow-up depends on manual entry.
A CRM workflow fixes that by turning a trigger, a condition, and an action into a repeatable system. A form submission can create a lead, a support tag can open a sales task, a won deal can alert the team, and a qualification checklist can push structured data back into the CRM.
Small business accounting is not just bookkeeping. It is how you protect cash flow, plan spend, prepare taxes, and keep enough proof that the numbers can be trusted. When those recurring finance processes live in someone’s head, mistakes are easy to miss.
These free small business accounting templates turn repeatable finance work into Process Street workflows: owners, due dates, approvals, records, and audit trails in one place. They are not Excel accounting spreadsheet templates. They are workflow templates for the accounting work around cash flow, budgeting, financial planning, audits, and tax preparation.
While we were writing our guide to writing an employee handbook, it was striking how few public employee handbooks there were out there to read. Obviously, most companies don’t want to expose their internal workings, and that’s sometimes for a good reason. However, you can usually trust startups, excluding Uber and Zenefits, to be transparent about their operations.
And, when it comes to transparency, Basecamp’s handbook is an amazing example. It’s both a useful resource for companies looking to write their own policies from scratch, and a genuinely interesting read. In fact, it might be the first interesting company document I’ve ever read.
Strong IT service management runs on repeatable processes, not heroics. This guide gives you eight free ITIL process templates you can run in Process Street right away, covering everything from incident, problem, and change management through to continual service improvement, so your team handles IT work the same reliable way every time.
ITIL, the Information Technology Infrastructure Library, is the most widely used framework for IT service management. It organizes the practices that keep IT services aligned with the needs of the business, from logging an incident to reviewing a change after it ships, and it is the backbone of first-class IT service management in most enterprises and government agencies.
9 out of 10 people are willing to earn less money to do more meaningful work. That means retaining employees goes far beyond offering a competitive salary.
Employees also watch whether the company gives them room to grow. Gallup tracks career growth as a core factor in employee retention and attraction, and a visible internal mobility program can reduce the risk that strong performers leave to find their next opportunity elsewhere.
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Business efficiency means producing the same or better output with less wasted time, money, effort, and rework. That sounds simple until you look at how work actually happens: repeated handoffs, unclear process ownership, buried documentation, and tools that were never built to run recurring work.
To get past the usual surface-level advice, I spoke with Jerilynne Knight, better known as MamaRed. She has spent 30 years helping companies systemize their work, from teams of 10 people to large American corporations, and she has seen the same pattern over and over: businesses waste resources through avoidable process failures, then hesitate to invest in fixing them.
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