Subscribe to the Process Street blog

Get tips and apps to hack your business straight to your inbox.

How Colliers Manages Some of the Largest Buildings on the Planet

colliers case study

Colliers is a global commercial real estate company that helps its clients select corporate real estate, manage lease renewals, and handle portfolio strategies.

It’s a massive operation that requires an intense amount of organization and transparency to deliver the best services for its clients. One of the ways it accomplishes this is by using Process Street.

But how did Colliers come to use Process Street? And how has it helped transform its operations? We will answer those questions and more in this case study.

We’ll cover:

  • The challenge
  • The solution
  • The results

If you want to learn more about how Process Street has helped Colliers, check out our video about it below:

Continue Reading

Get our posts & product updates earlier by simply subscribing

Podcast: How to Build Successful Onboarding Processes (That Just Work)

Welcome to the Employee Onboarding Podcast, where we dive into cutting-edge onboarding strategies and gain insights from HR leaders.

Today, we’re thrilled to be joined by Keisha Toussaint who is a seasoned HR professional crafting exceptional onboarding experiences.

With eight years of HR expertise and a master’s degree in human resource management, Keisha leads initiatives in learning and development, employee engagement, and relations at Betches.

She prioritizes honesty and transparency in onboarding and highlights the crucial role of managers in tailoring experiences to individual needs and preferences.

Here’s everything we’re going to cover in this episode:

You can also listen to the podcast on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Continue Reading

How Salesforce Uses Process Street for Effective Client Onboarding

How Salesforce uses Process Street for Effective Client Onboarding and Business Growth

A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.

In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.

Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.

(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! )

Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.

Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.

Let’s see how Salesforce do it, and how you can do it too!

Let’s jump straight to it.
Continue Reading

23 Super-Efficient HR Tools to Cut Back on Admin Work

Cloud-based, paperless workflows are the future of office efficiency, while poorly indexed, illegible files are stuck firmly in the pre-SaaS era, where they belong. HR professionals take on a ton of different responsibilities throughout the day and deal with plenty of repetitive, complex tasks.

Relying on your own brain (as much as you’d want to think you can) and bits of paper stuck to your monitor just isn’t the way to get things done. Some businesses are still a little slow on the uptake, but it’s obvious that what we need is a smart, foolproof solution that is immune to the silly mistakes we’re so prone to making. That solution is software-as a-service (SaaS).

Let’s take a look at:

  • Top 23 HR tools
  • Benefits of using HR tools
  • Human Resources Information Systems (HRIS)
  • Key features of HR tools
  • How to choose an HR tool
Continue Reading

Podcast: Dr. Christina Moran Unveils the Art and Science of First Impressions (+ More Onboarding Secrets)

expert onboarding

In our 20th episode of the Employee Onboarding Podcast, we are honored to host Dr. Christina Moran, joining host Erin in an insightful conversation on employee onboarding and creating exceptional onboarding experiences.

Dr. Christina Moran is a licensed psychologist and an esteemed member of the leadership team at a renowned design architecture firm.

Together, they explore innovative ideas and best practices gleaned from Christina’s extensive expertise in people leadership, organizational effectiveness, and psychological research.

Join us as we unravel the essential elements that contribute to successful onboarding and learn valuable insights into prioritizing the human touch amidst evolving technological advancements.

Here’s what we’ll cover:

Also listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Continue Reading

Podcast: A Tech Pioneer’s Vision of Employee Onboarding

pioneering employee onboarding

Ever envisioned a world where your onboarding process is powered by artificial intelligence or where complex tasks are seamlessly managed by sophisticated algorithms?

Join us for the latest episode of Process Street’s Employee Onboarding Podcast, where Erin engages in a conversation with Tarek Kamil, the founder of Cerkl, delving into the future of employee onboarding, the transformative potential of technology, and the ethical considerations surrounding AI.

In this episode, you’ll learn:

  • Introducing Tarek Kamil: CEO and founder of Cerkl
  • Exploring Tarek’s passion for technology and AI
  • Implementing AI in employee onboarding
  • Tarek’s journey and inspiration behind Cerkl
  • The future of AI in employee engagement

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Continue Reading

Podcast: How Leverage Avoided Bankruptcy by Improving Operational Efficiency 

improve operational efficiency

Nick Sonnenberg is an entrepreneur, columnist, guest lecturer at Columbia University, and the Wall Street Journal’s bestselling author of Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work

Nick is also the founder and CEO of Leverage, a leading operational efficiency consultancy that helps companies implement the CPR business efficiency framework.

It’s the culmination of Nick’s unique perspective on the value of time, efficiency, and automation, which stems partly from the eight years he spent working as a high-efficiency trader on Wall Street.

In this episode of The Employee Onboarding Podcast from Process Street, Nick discusses:

  • How operational efficiency saved Leverage from bankruptcy
  • The key to successful onboarding
  • Creating a “wow” moment for new hires
  • Come Up for Air

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Continue Reading

Partner Spotlight: How Bryan deSilva Automates Work for Clients with Process Street

partner spotlight improvizations automate client work

Today, we’re going to take a look at Improvizations, a workforce consulting firm that works with a huge variety of organizations to improve and automate their business processes. 

As part of our Solutions Partner program, CEO and founder of Improvizations Bryan deSilva engages his clients and gets them as excited as he is about continuous improvement. 

Together, we’ll dive into how Bryan and his team accomplishes this with Process Street, along with a bit about his own life and what gets him so excited about workflows. 

  • What Improvizations specializes in
  • What Bryan loves most about being a Solutions Partner
  • The best part of Bryan’s job
  • What Bryan does when he’s not building workflows
Continue Reading

EQMS: How It Will Improve Your Business (+ the Top 8 Solutions)


Would you eat a McDonalds Big Mac that was out-of-date, had been dropped on the floor, and made with a stranger’s bare hands?

No! Me neither.

Unfortunately, that’s what thousands of people in China, unknowingly, did.

Back in 2015, the Chinese meat suppliers for McDonald’s were secretly filmed and caught:

Handling meat and chicken with their bare hands, taking meat that had fallen on the floor and adding it back on to the production line…and forging production dates on beef patties.” – ET2C, Lessons on the Importance of Quality Control Checks

Around 4,300 McDonalds beef patties were tested and found to be out-of-date and contaminated with bacteria.

As a result, over 2,000 McDonald’s outlets across Asia were dramatically affected. The reputation of McDonald’s and their meat supplier was irreversibly damaged, and McDonald’s saw a 7.3% drop in sales.

McDonald’s was definitely not ‘lovin it’.

If only they’d used Enterprise Quality Management Software (EQMS) to regulate their supplier’s meat handling processes and control the quality of the produce they were delivering.

Companies who use EQMS to manage quality, experience fewer product quality issues (less than 1%), and improve their productivity by 20%.

Keen to find out more? Join me in this Process Street post as we run through the following:

Let’s make our way through the golden arches and get started!
Continue Reading

Workflow Optimization: The Ultimate Guide to Process Improvement

McDonald’s is the master of workflow optimization.

They sell 2.36 billion hamburgers annually. While at college, I estimate I made at least 200,000 when I worked for them. Every one of those burgers was a process involving many tasks. In the kitchen, we had lots of processes. They were difficult to forget, and I’d often wake up shouting, “How many nuggets do you want?!”

McDonald’s processes are continually improved and optimized to be smoother and more efficient. I once discovered a technical – yet easy – process that saved me a lot of work. What was it? At the end of the article, I’ll tell you how I used a 5 step process to complete it.

In the meantime, let’s look at how Process Street can help optimize your workflows. To use workflow optimization, you need to know:

Continue Reading

Take control of your workflows today