Subscribe to the Process Street blog

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

How A-Team Lending Made Employee Onboarding Paperless with Process Street

The A-Team Lending is a California-based mortgage broker with over a dozen full-time employees and 20 commissioned salespeople. The A-Team hired process consultant Cary Wan to handle their marketing and improve their business systems

Within the first month Cary has already managed to fully automate a large chunk of their HR systems which would otherwise require them to cover at least $30,000 extra in staffing costs to do manually.

A-Team Lending is rapidly scaling up and adding new salespeople to its team. This level of growth drove the firm to make big changes to the way they approach the onboarding process.

Why the A-Team needed Process Street

Instead of bogging the new hire down in a stack of forms to scan, sign and print, Cary uses Process Street as a trigger for form automation, allowing both him and his new hires to save hours per week on repetitive data entry.

Continue Reading

Get our posts & product updates earlier by simply subscribing

How to Create an Efficient Incident Response Plan (Including a 17-Step Checklist)

Benjamin Brandall March 28, 2018
IT

Only 9% of information security professional believe their organization has effective incident response processes. The biggest issue? Well, you’re reading Process Street so you probably guessed it: the lack of standardization. Almost half of the respondents to the SANS Incident Response Survey said that their lack of a formal incident response procedure was holding them back and causing security issues.

It’s not even like preparing for serious security incidents is wasted time or that you’d be going overboard with precautions; 61% of companies have experienced critical incidents in the last two years — that includes data breaches, unauthorized access, and denial of service attacks.

Continue Reading

How to Optimize Your Approval Process and Smash the Bottleneck

approval process headerWhether you’re submitting a draft of an article for review, collating a report for senior management, or presenting a product design, you probably need someone to sign off on your work.

This happens day in day out in organizations all around the world.

Yet, the sign off process can be slow and littered with delays.

Anyone who has worked in software development will know the pain of submitting work for review, only for revisions and changes to drone on and on. The time spent waiting can sometimes be as much as the time spent working.

And this, friends, is bad for business.

Last week I published an article on Muda – waste in production systems – and laid out the different ways poor processes create waste and damage business performance. One of those wastes is referred to as Time on Hand, or waiting.

In this article, we’ll look to cover the most common occurrence of this waste: the approval flow. We’ll look at:

  • What an approval process is
  • What common approval workflows are
  • Best practices for approvals
  • How you can use Process Street to streamline your approvals

Continue Reading

How to Sell Your Small-Time Internet Business

sell your internet business

“FACEBOOK ACQUIRES INSTAGRAM”

“TWITTER ACQUIRES VINE”

“GOOGLE ACQUIRES WAZE”

The biggest acquisitions of the hottest startups are hugely public. But because the most newsworthy acquisitions are the biggest, we’re led to believe those are the only kinds of acquisitions that happen. That’s simply not the case.

Continue Reading

Enterprise Automation: How to Make 100 Employees Feel Like 1,000

enterprise automation

About half of all the activities people are paid to do in the world’s workforce could potentially be automated” – McKinsey Global Institute, Harnessing automation for a future that works

For many, enterprise automation is a complex and scary topic. Many team leaders believe that it takes too much work to set up your automated systems, and a huge number of people are worried that doing so will let robots take over their jobs.

It’s not true.

Those who understand automation for what it is – a powerful tool which lets your team massively increase their value output – quickly find themselves ahead of the curve. Using it lets you quickly and accurately hand off all of your menial tasks so that everyone can focus on more important items.

Here at Process Street, we know how difficult it can be to get started with enterprise automation. That’s why this post will take you through:

  • What automation is
  • What types of business process automation there are
  • Why you should be using it in your enterprise
  • Methods to let you get started with automation

It’s not complex, it’s not scary, and it certainly won’t be putting your team out of a job. If anything, automation is entirely designed around letting people perform their jobs better than ever before.

It’s time to join the newest revolution in enterprise efficiency and accuracy.

Continue Reading

How Dodson Property Management Manages 3500 Homes Using Process Street

dodson property management process street case study
Dodson Property Management is a Richmond-based property management company which uses Process Street to track the progress of everything from recruitment and onboarding to managing tenants and creating monthly reports for their landlords. This lets them make sure that their processes are carried out accurately and reliably, even when their team is on the go.

We spoke to their Vice President of Single Family Management, RMP, and MPM Tim Wehner about how they use Process Street in their business.
Continue Reading

The Myth Behind Loading Times: Software’s Most User-Friendly Lie

Staring at the tiny LCD progress bar of the vending machine in a lobby, I realize nothing pisses us off more than indefinite waiting times. Especially people waiting for their coffee, their cheap flight comparisons, or their computer to finish doing whatever it’s doing.

Since the creation of software, there has always been loading times. An early example comes from Bob Stahl’s way-ahead-of-its time article in February 1986’s Computerworld.

Continue Reading

How TechMD Use Process Street to Manage All Their Recurring Processes

Adam Henshall March 12, 2018

TechMD is an award-winning IT solutions firm specializing in strategic consulting and managed services. To help TechMD manage cybersecurity operations and client workloads, the company turned to Process Street to facilitate the necessary process management efforts.

We spoke with company President Sebastian Igreti about TechMD’s experience of Process Street.

Continue Reading

The Power of Asking Simple Marketing Questions

Marketing Questions

“Why didn’t they see this coming?”

I had just learned of yet another company catastrophically failing to understand their audience. Who thought it would be a good idea to host an AMA after your company was involved in one of the biggest financial scandals in modern history?

Then it hit me. Every team makes silly mistakes. It’s all down to forgetting to ask yourself some basic marketing questions.

While this post was originally going to be reviewing Getting Goosebumps by Bryan Adams and Dave Hazlehurst, the examples and theories they pose in that book (which is well worth a read) are perfect for demonstrating how easy it can be to avoid marketing disasters. All you have to do is keep asking these questions to form a coherent strategy with no nasty surprises.

But enough rambling – it’s time to learn how to avoid marketing disasters!
Continue Reading

What is the Best Email App for iPhone? 13 Apps Battle it Out

best email app for iphone

In our increasingly mobile-first world, we’ve come to rely on getting business done on the phone much more than ever before.

The difficulties of efficiently managing email on a smartphone has likely been a major factor for the rise in team communication software like Slack.

However, it doesn’t need to be this way. And we can’t let it be this way.

That’s why this Process Street article is dedicated to exploring the different email apps for iPhone in order to find which ones have which strengths, and to crown an overall winner.

The apps will be judged primarily on how well they achieve their intended aims, with depth of features and ease of use affecting their scores from that base. I’m going to try not to consider price while calculating a score, but I will mention pricing where relevant.

You can check out the quick overview of scores below and the full breakdowns app by app through the rest of the article.

Continue Reading

Take control of your workflows today