In healthcare, every delay has consequences. When processes break down, patients wait, clinicians burn out, and treatments stall. Globally, nearly 25% of a clinician’s workday is swallowed by admin, not care. And 30–40% of treatment delays can be traced back to outdated, manual workflows.
If your Joint Commission audits feel like a fire drill, you probably have a workflow problem.
Our partner Improv, just published an article detailing how to use Process St to prepare for a Joint Commission audit. Read more from Dr. Sarah Inman and Kai deSilva on how to build a bulletproof compliance system while avoiding binders and burnout.
Calderys, a global leader in high-temperature refractory solutions, supplies critical materials to industries like steel, cement, and petrochemicals. With operations across Europe, the Americas, and Asia—including the UAE—the company supports extreme industrial environments with tailored, high-performance products.
But as Calderys expanded globally, managing workflows across continents became slow, siloed, and manual. Teams re-entered data across disconnected systems like SAP, leading to errors, delays, and duplicate work. Leadership struggled to track progress, identify bottlenecks, or get reliable reports. Visibility was limited. Accountability was unclear. Decisions were based on lagging, inconsistent data.
To fix this, Calderys needed a system to automate tasks, sync critical data between platforms like SAP and Salesforce, and give leadership real-time insight into performance to operate at scale.
In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients. However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities. Continue Reading
Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, and an evolving compliance process, the firm needed a more structured approach. Continue Reading
Onboarding isn’t just about introductions and paperwork—it’s about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast, Erin Rice speaks with HR expert Caroline Yost about the one thing most onboarding processes get wrong: a lack of clear expectations.
Most companies treat onboarding as a structured process of paperwork, policies, and productivity expectations. However, according to Jen Bergren, onboarding expert and knowledge management strategist, one essential element is often missing: human connection.
In this episode of the Employee Onboarding Podcast, Jen shares insights from her research and experience on why successful onboarding is about fostering relationships, confidence, and belonging from day one.
Alarca Realty is a property management firm based in Charlotte, North Carolina, specializing in the full-service management of family homes, condominiums, townhouses, duplexes, and small multi-family developments.
We spoke with owner and CEO Bob Abbott to discuss how Alarca uses Process Street to improve the management and execution of property management workflows that keep their growing business running smoothly.
Before we jump into Alarca’s story, check out the webinar video below. It’s a great resource for learning about how you can use Process Street to bolster your property management-related workflows, just like Alarca!
Founded in 2005, Alarca began with the mission of delivering world-class property management services in Charlotte and other locations in southwestern North Carolina.
Their focus on customer service and providing the highest return for clients has resulted in them achieving industry-leading client retention levels.
For many years, the company used a large library of spreadsheets to manage internal processes and track communication with clients.
As the company grew, so did their spreadsheets, and it soon became incredibly difficult and time-consuming to execute tasks as efficiently as they would like.
Bob identified this bottleneck, and after a period of significant research and testing, decided to go with Process Street to improve the way his team complete their day-to-day tasks and for him, as the manager, to gain greater insight into the progress of workflows.
Onboarding isn’t just an HR process. It’s the foundation for business growth. From creating white-glove candidate experiences to aligning stakeholders early, Megan Weizel, Managing Partner and Career Strategist at Salmela, shares actionable strategies that will change how you think about recruiting, onboarding, and keeping top talent.
Victoria Cooke’s path to HR wasn’t typical—and that’s exactly why her insights stand out. A former large-scale event planner, Victoria now sees onboarding as an experience to be designed, not a box-ticking exercise. As Manager of People and Culture at Happy Money, she joined Erin Rice on the Employee Onboarding Podcast to share her secrets for creating authentic, high-impact onboarding processes.
