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A Guide to Workflow Documentation That Will Skyrocket Efficiency

ALT: Workflow Documentation: How to Increase Efficiency, Reduce Error, & Focus On Impactful Tasks

Workflow documentation could have saved me from drowning in paper

I was in the process of presenting an English lesson. A mapped-out complex presentation. You will have given your fair share of presentations if you work in a team-driven business. You’ll know a plan is required to help you be efficient, avoid error, and be impactful. In short: optimized.

54% of companies believe mapping complex processes is challenging when automating workflows.

Workflow documentation can help to edit, track, and store the documents that shape your workflows. Process Street has created this article to help you understand the topic:

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Podcast: How to Welcome & Integrate New Hires (From Personal Experience)

how to welcome and integrate new hires

In the latest episode of Process Street’s Employee Onboarding Podcast, we’re diving deep into the fascinating world of employee onboarding, guided by the insights of Vicki Ulinici, a seasoned HR enthusiast and career coach. 

Hosted by Erin Rice from Process Street, we’ll explore a myriad of strategies and best practices that are reshaping how companies welcome and integrate new hires. 

From discussing the evolving landscape of onboarding to understanding the importance of pre-boarding, this episode is a treasure trove of knowledge for HR professionals and business leaders alike.

Join us as we unpack the key takeaways from this enlightening conversation. Here’s a brief overview of the topics covered:

  • Introduction to the Podcast and Guests: Erin Rice sets the stage for a comprehensive discussion on onboarding with Vicki Ulinici, highlighting her rich experience in HR.
  • Ice Breaker and Personal Interests: A light-hearted start with Vicki sharing her recent reading interests, providing a personal touch to the conversation.
  • Deep Dive into Employee Onboarding: Vicki discusses her current role and her approach to various HR processes, focusing on employee engagement and satisfaction.
  • Personal Onboarding Experience: Insights into Vicki’s memorable onboarding experience at her current company, emphasizing the tailored approach and support she received.
  • Exploring Pre-boarding and its Impact on Onboarding: The significance of pre-boarding activities and how they contribute to a successful onboarding process.
  • Ensuring Success in Early Onboarding: Tips and strategies for new hires to navigate their initial onboarding phase successfully.
  • Onboarding in Various Working Arrangements: Discussing how Vicki’s company adapts onboarding for hybrid, remote, and in-person work settings.
  • The Future of Onboarding and Closing Thoughts: Vicki shares her vision for the future of onboarding, focusing on gamification, cross-departmental involvement, and the integration of AI tools.

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

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Machine Learning in Business: What It Is and How to Use It

Machine learning in business

While it might seem new and intimidating, machine learning in business is already bringing massive benefits to companies and consumers alike.

From increasingly effective product suggestions to accurate journey time predictions and advanced customer analytics, machine learning is an incredibly powerful tool which lets you analyze every important aspect of your business without wasting human hours on the task.

But what exactly is machine learning, and how do you go from knowing that to actually using it?

Instead of using labels to teach an AI what each object it’s looking at is, this DeepMind project teaches itself because it learns to recognise images and sounds by matching them up with what it can see and hear.

This method of learning is almost exactly like how humans think and learn to understand the world around them.” – Vaughn HighfieldHow Google DeepMind is learning like a child: DeepMind uses videos to teach itself about the world

In this article we will cover:

  • What is machine learning?
  • Benefits of machine learning in business
  • Applications of machine learning in business
  • Different types of machine learning in business
  • Real-world examples of machine learning in business

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Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group

client onboarding 101Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes.

Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.

Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and make sure to sign up for free with Process Street!

Here’s the Client Onboarding 101 segment with Adam Schweickert in full:

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Employee Spotlight: Ellie Mahoney (Product Manager)

employee spotlight ellie mahoney product manager

Careers can typically take many unexpected turns in the tech industry. We’ve seen this time and time again at Process Street. One person who embodies this concept of career growth and transformation is Ellie Mahoney

Being the link between customer needs and product development, Ellie’s role as Product Manager is a testament to Process Street’s commitment to empower top talent to evolve and thrive. 

Her career transition in Process Street has made her a vibrant and dynamic force to be reckoned with. Ellie’s entire career path has travelled through many different industries, and she’s taken on more challenging roles than I have fingers – which is exactly how she likes it. 

We’re taking a look at how Ellie’s diverse career path and skillset trickles into the work she does here at Process Street. 

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Podcast: Onboarding Best Practices from a Digital Nomad CEO

digital onboarding best practices

Ever wondered if your new hire’s first ‘hello’ could be from a chatbot? Or if that glowing quarterly review could someday be delivered by an AI?

Tune in to our latest episode of Process Street’s Employee Onboarding Podcast, where Erin and Max Sher pull back the curtain on the future of employee onboarding, training, and those all-important ‘wow’ moments.

Discover why some traditions are worth keeping and where technology could step in to elevate the experience!

This episode covers:

  • Sher Agency structure & dynamics (as a globally distributed web design team)
  • How Max scaled up from a solo entrepreneur to a global team
  • How to improve digital onboarding efficiency
  • Important lessons Max learned about digital onboarding
  • How culture plays into good onboarding (especially remote)
  • The quest for the employee “wow” moment
  • Thoughts on the future of employee onboarding (including the role of AI)

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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Employee Spotlight: Brenda Chan (Customer Support Level 2)

In this Spotlight Series blog, we learn all about Brenda Chan, currently working at Customer Support Level 2 as part of the Customer Success team.

Brenda has been at Process Street for over two years and is the epitome of a process pro! Her love for processes is evident in everything she does, and she enjoys testing and improving processes daily.

Brenda is not only a foodie with a passion for TV and film but has been learning Spanish for nearly a year.

We’re fortunate to have her as part of our team, where her expertise and enthusiasm continue to shine, making our customer support experience top-notch.

Keep reading to learn more about Brenda!

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Podcast: The ‘Wow’ Factor: Rethinking Employee Onboarding & Retention

wow factor employee onboarding

In a world where employees are increasingly treated as mere cogs in a machine, new approaches to onboarding can provide a much-needed breath of fresh air, and help to unlock the potential to transform the way companies view and treat their workforce.

In this episode of Process Street’s Employee Onboarding Podcast, we’ve got a riveting conversation between Erica Gordon Roberts and our host Erin Rice, who discuss a unique onboarding strategy that doesn’t just tick the boxes but also establishes a deep-rooted emotional connection with new hires.

We’ll delve into:

  • The Importance of Buddy Programs
    • How different companies implement it
    • The unique approach to pairing ‘opposite’ employees
  • The Role of Intentional Pairing
    • Criteria for pairing, including different offices, roles, and personality traits
    • The objective of fostering diverse perspectives and inclusivity
  • The “Wow Factor” in Onboarding
    • Personalizing the onboarding experience through gifts
    • The process of gathering personal information to tailor the experience
  • Impact on Employee Retention
    • The link between personalized onboarding and longer tenure
    • How even those who leave become brand ambassadors
  • Company Culture and Onboarding
    • The influence of these practices on overall corporate culture
    • Real-life examples of the types of gifts given
  • Emotional Connection and Employee Loyalty
    • How small gestures can create a long-lasting emotional bond
    • Examples of the kinds of emotional connections made
  • Positive Experiences Upon Leaving a Company
    • The concept of turning even departing employees into brand ambassadors
    • Celebrating employees’ new opportunities

Join us as we explore the psychological underpinnings of this approach and its profound impact on employee retention and company culture. Discover why it’s the small, thoughtful gestures that can make the biggest difference, turning what could have been a forgettable start into an inspiring journey that employees will treasure for years to come.

You can listen on AppleSpotifyGooglePodchaserPodcast AddictDeezer, & all your favorite podcast platforms!

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10 Powerful AI Marketing Tools to Grow Your Business in 2023

The widespread adoption of artificial intelligence (AI) in marketing has reached a pivotal moment. Nowadays, it’s rare to come across any company, regardless of its size, that doesn’t leverage cutting-edge AI marketing tools to better their brand or business’s marketing efforts.

Whether you’re a blogger, an e-commerce entrepreneur, an affiliate marketer, or part of a global corporation, including AI-powered marketing tools into your business strategy is an absolute game-changer. 

By harnessing the power of AI, you can orchestrate and execute highly impactful marketing campaigns that propel you towards achieving your goals with unmatched speed and efficiency. 

But we know marketing is a vast space with many different mediums. That’s why we’ve found a tool for every aspect of marketing, from content creation to comprehensive marketing process management. Check it out:

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We Tried 50 Free Workflow Tools – Here Are the Best 5

free workflow tools

Business success is increased by 70% when an organization uses workflow management software. But that can only be achieved when using the right free workflow tools. 

There are plenty of free workflow tools available – great news for businesses tiptoeing around the idea of process management. But while your choices aren’t limited, choosing the wrong one can be a costly affair. 

That’s why I did the heavy lifting for you and sorted through 50 free workflow tools to find the top 4. You can thank me later. 

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