Subscribe to the Process Street blog

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

89% of Execs Swear By BizOps for Advanced Decision Making in Their Org (Plus Checklists!)

BizOps leader calibrating a decision instrument for advanced decision making

BizOps, short for business operations, is the operating layer that turns strategy into decisions, owners, metrics, and repeatable work. The case for it is still simple: PMI’s 2018 Pulse of the Profession reported that organizations waste 9.9% of every dollar because of poor project performance, and a Broadcom / Harvard Business Review Analytic Services survey found that 89% of executives said BizOps could significantly improve decision making by improving collaboration between IT and business teams.

That matters even more now that operations teams use automation, analytics, and AI agents to make decisions closer to the work. This is why execs swear by BizOps in a modern org: advanced decision making plus checklists turns strategy into follow-through. A strong BizOps function gives leaders one place to connect strategy and operations, test whether initiatives are working, and turn the answer into workflows people actually follow.
Continue Reading

Get our posts & product updates earlier by simply subscribing

9 Lean Manufacturing Principles to Get Quality Results

Manufacturing engineer guiding a compact material tugger for lean flow

Lean manufacturing principles help teams deliver more customer value with less wasted time, motion, inventory, and effort. They provide a practical system for improving flow, solving problems at the source, and building quality into everyday work.

This guide explains nine principles drawn from the Toyota Production System and broader lean practice, then shows how they work together in real production environments.

Continue Reading

Airtable vs Trello: The Best of Task and Project Management

A project manager placing task cards on a freestanding kanban board, illustrating an Airtable vs Trello comparison for task and project management

“Airtable vs Trello. Which is better?” It is one of the most common questions we hear from teams trying to get organized, and the honest answer is that it depends on the job you need the tool to do. Our team used Trello for years before moving to Airtable, so we learned the differences the hard way.

After using both apps personally and professionally, across productivity experiments and real project work, we have a clear view of who each one is for. This guide compares Airtable vs Trello on focus, views, features, integrations, automation, and pricing, so you can choose the right fit for your task and project management without spending months testing them yourself.

Continue Reading

8D Chess: How to Use The 8 Disciplines for Problem Solving

Black-and-white quality operations lead moving a chess piece on an eight-piece problem-solving board.

Hospitals have developed something of a reputation for being rife with bad processes. When processes are not adequate, the result is an abundance of workarounds: nurses looking for missing equipment, staff bending the official procedure to keep care moving, and teams fixing the immediate symptom without fixing the system that created it.

One AHRQ PSNet perspective reports that nurses spent 33 minutes of a 7.5-hour shift on workarounds outside their job description. That kind of firefighting may keep the shift moving, but it does not remove the root cause.

Continue Reading

8 Things My First Year at a Startup Taught Me About Productivity & Remote Work

Black-and-white remote startup operator presenting a miniature distributed home-office network model for productivity and remote work.

As anyone who’s done it will tell you, being one of the first employees at a tiny company is a huge responsibility. You start with one clear job, then the company grows and the edges of that job start moving every week.

As you settle into your routine tasks, you find you get more and more to do with just as many hours in the day. The workload does not magically shrink, so your best chance is to tighten up your workflow, protect your energy, and build habits that make remote work software feel like leverage instead of another inbox.

Continue Reading

8 CRM Workflows to Destroy Data Entry and Close More Deals

Sales operations manager using a miniature sales follow-up control panel to represent CRM workflow automation.

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.

Continue Reading

7 Small Business Accounting Templates To Secure Business Success

Black-and-white finance operator presenting a small accounting workflow control panel model

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.

Continue Reading

HR Toolkit: 30+ HR Tools for Every Team

Black and white HR leader presenting a modular HR toolkit case

Human Resources teams now run on a connected stack of tools for hiring, onboarding, training, engagement, safety, payroll, compliance, and employee support. A strong HR toolkit helps each function move faster while keeping the employee experience consistent.

The right HR tools do more than digitize admin work. They help HR teams build repeatable workflows, protect compliance records, coordinate handoffs, and make better decisions across the employee lifecycle.

Continue Reading

7 Insightful Company Policy Tips from Basecamp’s Employee Handbook

Black-and-white people operations lead presenting a company policy approval stamp for handbook guidance.

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.

Continue Reading

4 Ways to Optimize Your Internal Mobility Program for Employee Retention

Black-and-white HR leader moving an employee token across a career ladder model for internal mobility.

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.

Continue Reading

Take control of your workflows today