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Customer Success Operations: How to Build Repeatable Processes to Scale & Grow

Customer success operations leader routing customer communication through a controlled process

Customer success operations is the function that designs the processes, systems, data, and programs a customer success team needs to deliver consistent outcomes at scale.

I learned why that matters during what became known as the email incident. Before Process Street, I worked as a technical service advisor for an environmental testing laboratory. A colleague forwarded a customer complaint to our manager with an inappropriate comment attached. The message also reached the customer. One missing communication control turned a routine complaint into a preventable escalation.

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Designing Efficient Processes with Andrew Schrage of Money Crashers

Digital publishing operations leader presenting a five-stage business process flow

Efficient process design is the practice of defining a goal, mapping the sequence of work, assigning the right resources, testing the flow, and keeping the documentation current.

Andrew Schrage is CEO and co-founder of Money Crashers, a personal finance publication. In this interview, originally conducted in 2014, he explains how his team designs and documents repeatable business processes.

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Enterprise Mobility Management (EMM): What It Is, Why It’s Important & How to Do It

Enterprise mobility administrator moving a secure mobile-device enrollment case

Enterprise mobility management (EMM) is the combination of technology, policies, and operating processes used to secure and manage mobile devices, applications, identities, and business data. It covers company-owned and employee-owned phones and tablets throughout their lifecycle, from enrollment and access through incident response and retirement.

EMM makes mobile work possible without treating every device as trusted by default. A practical program combines device management, app and data protection, identity controls, employee privacy, documented exceptions, and evidence that controls actually ran. This guide explains how EMM relates to MDM, MAM, BYOD, and unified endpoint management, then shows how to implement it without creating unnecessary friction.

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Custom Branding with Cover Images and Emoji Icons

Brand operations manager using a custom cover-image and emoji-icon identity press

Your brand is critical to building a great culture with your team and a deep relationship with your customers. Custom branding helps people recognize the right process before they read a single instruction. In Process Street, cover images and emoji icons give workflows a distinct visual identity, while rich emails carry a consistent experience into customer and employee communications.

New employees, customers, and partners should always experience your brand in the best possible light. The goal is practical, not decorative. A clear visual system reduces hesitation, separates similar workflows, and reinforces which team or business owns the work. With a few repeatable choices, your workflow library becomes easier to scan and your outbound messages become easier to trust.

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Confronting an Employee? 11 Communication Mistakes Managers Make

Manager rehearsing a difficult employee conversation with a training mannequin

Confronting an employee should be a private, evidence-based conversation about a specific behavior or performance gap, its impact, and what needs to change. A manager’s job is to enter the meeting prepared, listen to the employee’s perspective, and leave with clear next steps.

The difficulty is balance. Too much force turns feedback into blame; too much cushioning leaves the employee unsure that anything is wrong. This guide covers 11 communication mistakes managers make and shows how a repeatable Process Street workflow can make difficult conversations fairer, clearer, and easier to follow up.

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7 SharePoint Alternatives that Actually Get the Job Done

Black-and-white operations leader presenting a seven-tool document collaboration knife for SharePoint alternatives

SharePoint alternatives are document collaboration, content management, knowledge, and workflow platforms that replace the part of SharePoint a team actually needs. The best options get the job done without forcing every document, workflow, intranet page, and approval into one oversized Microsoft workspace. SharePoint can be powerful, but it often asks operations teams to accept heavy administration before the work itself becomes easier.

This list focuses on practical alternatives to SharePoint for teams that need document management, team knowledge, workflow automation, or a cleaner intranet experience. Some tools are better for storage, some are better for collaborative editing, and some are better for turning procedures into repeatable work.

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Digital Procurement: How to Cut Costs Without Losing Profitability

Procurement leader balancing lower costs with higher profitability

Imagine owning a global restaurant known for one signature ingredient, then having to tell customers that ingredient is unavailable. The immediate problem is a missed delivery. The deeper problem is procurement: demand was misunderstood, supplier capacity was not challenged, and nobody had a controlled exception path ready.

Digital procurement helps teams avoid that outcome. It connects the strategic work of defining needs and evaluating suppliers with the operational work of approvals, purchase orders, evidence, delivery, invoices, and performance. Done well, it can cut costs without sacrificing profitability, resilience, quality, or control.

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Corporate Sustainability: Using System Thinking to Solve a Global Crisis

Corporate sustainability leader presenting a material flow system

Corporate sustainability means creating long-term environmental, social, and economic value without treating any one of those dimensions as independent. It is both a strategy and an operating discipline: understand the system, decide which impacts matter, and make the work accountable.

Sustainability reporting is now mainstream. KPMG’s 2024 survey found that 96% of the world’s 250 largest companies and 79% of the largest 100 companies in the countries studied publish sustainability or ESG information. Reporting alone is not performance, but the trend raises the standard for reliable data, governed processes, and defensible claims.

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8 Nintex Alternatives to Systemize Your Workflows Better This Year

Operations architect comparing eight Nintex alternatives for workflow automation

Nintex alternatives are workflow, process-mapping, integration, documentation, and low-code platforms that replace the part of Nintex a team actually uses. The right choice depends on whether you need recurring operational workflows, SharePoint automation, process mapping, app-to-app automation, procedure documentation, request management, or complex enterprise orchestration.

Nintex is a broad workflow automation platform with forms, approvals, document generation, robotic process automation, process intelligence, and enterprise workflow orchestration. That breadth is useful, but it can be more platform than many teams need.

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Effective Team Management at a Busy Software Company

Software team leader organizing work on a release planning board

Effective team management in a busy software company means setting clear priorities, protecting focus, learning directly from customers, and shipping on a predictable cadence. In this episode of Business Systems Explored, Vinay Patankar and Tony Brown speak with Nathan Kontny, who took over Highrise in 2014.

Nathan moved into the CEO role almost overnight and started coding on the same day. He learned what customers needed by owning support, then balanced product delivery, hiring, marketing, and the daily work of leading a software team.

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