At Accentuate Web Design & Marketing, spearheaded by CEO and Digital Strategy Consultant Eden Brownlee, managing the intricacies of building robust digital presences for SMEs is a continuous endeavor. From strategizing brand missions to efficient onboarding of developers and strategists, the company faced operational challenges in maintaining process currency and efficiency.

The turning point came during a conference over five years ago, when a recommendation introduced Eden to Process Street as the ideal solution to optimize their workflows.

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NC State’s tech transfer office cut compliance risk and recovered about $200,000 in missed intellectual-property licensing fees with Process Street. The Office of Research Commercialization, which includes the Office of Technology Licensing, moves university discoveries into patents, licenses, and commercial products across NC State’s $717 million research enterprise. Nicholas LeBlanc, Assistant Director of Operations and Strategy, oversees data integrity, technology transfer workflows, federal compliance, reporting, and operational automation.

The office manages invention disclosures, license negotiations, intellectual property compliance, federal Bayh-Dole reporting, and long-term royalty obligations. Bayh-Dole requirements carry firm reporting and recordkeeping duties. Noncompliance can violate award terms and, in serious cases, put rights in a federally funded invention at risk.

Planning Pros is a New Zealand financial advisory firm navigating strict regulatory demands across client applications, claims, month-end checks, and reporting. Manual work made it harder to keep every file complete and every handoff consistent across a remote team.

Using Process Street for compliance workflow automation, Planning Pros cuts compliance time and reports reducing client onboarding by roughly 80%, saving more than $20,000 annually, and shrinking year-end compliance reporting from days to five minutes. The customer story shows how required steps, automations, audit trails, and asynchronous handoffs can turn financial compliance into repeatable execution.

In this article, we’ll take a look at the foremost standard for information security management – ISO 27001:2013, and investigate some best practices for implementing and auditing your own ISMS.

Here is a summary of what we’ll cover in this Process Street article:

• ISO 27001: The basics & why standards are important
• Who needs ISO 27001?
• How to implement ISO 27001
• Free ISO 27001 checklist
• How to get ISO 27001 certified
• Integrating your ISMS with other ISO standards

If you just want the free checklist for implementing and auditing your ISMS, you can grab that here. Otherwise, read on!
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Concierge Wealth Management (CWM) and Insurance Solutions offers integrated wealth management and financial planning services for high-earning professionals, successful families, and individuals navigating wealth on their own terms. 

Like many growing financial services firms, CWM needed intricate processes and seamless coordination to manage diverse client needs across everything from life insurance to investment accounts.

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Most companies separate compliance and operations.

Policies are written, stored, and reviewed on one side. Work gets executed, tracked, and reported on another.

Audits arrive later, scrambling to connect the two.

That separation is costly. It creates missed steps, inconsistent execution, and regulatory exposure. The distance between “what should happen” and “what actually happens” is where risk lives.

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Keyper is a fast-growing property management company in Dubai managing hundreds of rentals, maintenance requests, and tenancy renewals. But with work scattered across Salesforce, Trello, Airtable, DocuSign, and email, operations were slow and error-prone.

When Vasim Shaikh joined as Head of Operations, he knew they needed one platform to centralize work, enforce accountability, and keep up with tenant demands.

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Elite Business Ventures (EBV) is a workplace safety and compliance company behind brands including OSHA4Less and PosterElite. At the time of this transformation, EBV had more than 65 employees and millions in annual revenue.

Paul Abel used Process Street to turn undocumented work into controlled workflows. He reported that he cut headcount by 75%, quadrupled revenue, and scaled compliance while saving $1 million in Year 1 and improving traceability across compliance-heavy operations.

At Teach 4 the Heart, a professional development provider for Christian educators, scaling Christian marketing operations meant finding a better way to manage daily tasks, email campaigns, and large events like the Rise Up Summit.

The team needed a more structured alternative to Trello. Marketing performance had plateaued, and coordinating external sponsors and team members felt increasingly chaotic.

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.

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